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

Compass Advisory Group’s Portfolio MOAT Stock Details MOAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$7.98M Sell
85,099
-1,453
-2% -$136K 2.53% 11
2025
Q1 		$7.62M Buy
86,552
+5,002
+6% +$440K 2.65% 10
2024
Q4 		$7.56M Buy
+81,550
New +$7.56M 2.71% 10