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Copley Financial Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Copley Financial Group’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 		$6.86M Sell
73,117
-3,390
-4% -$318K 5.09% 7
2025
Q1 		$6.73M Buy
76,507
+797
+1% +$70.1K 5.15% 5
2024
Q4 		$7.02M Buy
75,710
+31,800
+72% +$2.95M 5.38% 4
2024
Q3 		$4.26M Buy
+43,910
New +$4.26M 3.87% 5