Cornerstone Advisory’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
$6.12M Sell
2025
Q2
$8.41M Sell
2025
Q1
$8.19M Sell
2024
Q4
$11.1M Buy
2024
Q3
$10M Sell
2024
Q2
$9.61M Sell
2024
Q1
$10.5M Buy
2023
Q4
$9.22M Buy
2023
Q3
$6.98M Buy
2023
Q2
$5.43M Sell
2023
Q1
$5.04M Buy
2022
Q4
$4.08M Buy
2022
Q3
$3.03M Buy
2022
Q2
$1.87M Sell
2022
Q1
$2.25M Buy
2021
Q4
$1.97M Buy
2021
Q3
$979K Buy