Beaumont Asset Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18M	Sell	186,512 -28,133	-13%	-$2.92M	8.12%	2
2025 Q4	$22.2M	Sell	214,645 -4,655	-2%	-$475K	11.11%	2
2025 Q3	$21.7M	Sell	219,300 -13,628	-6%	-$1.33M	10.94%	2
2025 Q2	$21.8M	Sell	232,928 -16,567	-7%	-$1.45M	11.73%	2
2025 Q1	$22M	Sell	249,495 -20,103	-7%	-$1.85M	13.26%	2
2024 Q4	$25M	Sell	269,598 -3,382	-1%	-$326K	14.48%	2
2024 Q3	$26.5M	Sell	272,980 -5,803	-2%	-$531K	15.39%	2
2024 Q2	$24.1M	Buy	278,783 +4,385	+2%	+$381K	15.51%	2
2024 Q1	$24.7M	Buy	274,398 +953	+0.3%	+$81.8K	16.41%	2
2023 Q4	$23.2M	Sell	273,445 -5,096	-2%	-$396K	16.35%	2
2023 Q3	$21.1M	Buy	278,541 +18,925	+7%	+$1.51M	17.35%	2
2023 Q2	$20.7M	Sell	259,616 -12,377	-5%	-$932K	15.71%	2
2023 Q1	$20.1M	Sell	271,993 -17,902	-6%	-$1.27M	14.73%	2
2022 Q4	$18.8M	Sell	289,895 -16,467	-5%	-$1.07M	13.78%	2
2022 Q3	$18.4M	Buy	306,362 +13,390	+5%	+$900K	14.57%	2
2022 Q2	$18.7M	Buy	292,972 +14,870	+5%	+$1.02M	14.12%	2
2022 Q1	$20.8M	Buy	278,102 +24,429	+10%	+$1.8M	14.04%	2
2021 Q4	$19.3M	Buy	253,673 +3,443	+1%	+$261K	12.86%	2
2021 Q3	$18.3M	Buy	250,230 +8,522	+4%	+$641K	13.64%	2
2021 Q2	$17.9M	Buy	241,708 +5,196	+2%	+$378K	13.78%	2
2021 Q1	$16.4M	Sell	236,512 -4,364	-2%	-$288K	13.75%	2
2020 Q4	$14.9M	Buy	240,876 +13,660	+6%	+$805K	13.45%	2
2020 Q3	$12.4M	Sell	227,216 -1,862	-0.8%	-$102K	12.43%	2
2020 Q2	$12M	Sell	229,078 -35,081	-13%	-$1.75M	12.52%	2
2020 Q1	$11.6M	Buy	264,159 +47,121	+22%	+$2.42M	13.86%	2
2019 Q4	$11.9M	Buy	+217,038	New	+$11.5M	11.35%	2