JGCM
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Joseph Group Capital Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Joseph Group Capital Management’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 		$12.4M Buy
131,937
+6,595
+5% +$619K 4.15% 5
2025
Q1 		$11M Buy
+125,342
New +$11M 4.22% 5