HG
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Harbor Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$40.9M Buy
436,493
+27,020
+7% +$2.53M 7.25% 4
2025
Q1
$36M Buy
409,473
+27,600
+7% +$2.43M 7.19% 4
2024
Q4
$35.4M Buy
381,873
+13,423
+4% +$1.24M 7.95% 3
2024
Q3
$35.7M Buy
368,450
+7,371
+2% +$715K 8.25% 3
2024
Q2
$31.3M Buy
361,079
+7,918
+2% +$686K 8.01% 5
2024
Q1
$31.7M Buy
353,161
+13,627
+4% +$1.23M 8.37% 4
2023
Q4
$28.8M Buy
+339,534
New +$28.8M 8.26% 4