Elevation Capital 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
$1.5M Sell
2025
Q2
$1.53M Sell
2025
Q1
$9.55M Buy
2024
Q4
$1.29M Sell
2024
Q3
$10.3M Buy
2021
Q2
$10.9M Buy