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Herold Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Herold Advisors’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,776
Closed -$969K – 275
2024
Q1 		$969K Buy
10,776
+4,329
+67% +$389K 0.23% 128
2023
Q4 		$547K Buy
6,447
+923
+17% +$78.4K 0.15% 150
2023
Q3 		$419K Buy
+5,524
New +$419K 0.13% 176