Clearstead Trust’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
2025
Q3
$18.6K Sell
2025
Q2
$28.2K Hold
2025
Q1
$26.5K Sell
2024
Q4
$46.5K Hold
2024
Q3
$48.6K Hold
2024
Q2
$43.4K Hold
2024
Q1
$45K Buy