CWM
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Congress Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Congress Wealth Management’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.89M Sell
94,783
-311
-0.3% -$29.2K 0.09% 271
2025
Q1 		$8.37M Buy
+95,094
New +$8.37M 0.1% 235