Compass Advisory Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Compass Advisory Group’s Portfolio MOAT Stock Details MOAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.98M	Sell
2025 Q1	$7.62M	Buy
2024 Q4	$7.56M	Buy