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

Lifeworks Advisors’s Portfolio MOAT Stock Details MOAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$214K	Sell
2025 Q1	$584K	Sell
2024 Q4	$2.25M	Buy
2024 Q3	$2.24M	Sell
2024 Q2	$2.14M	Sell
2024 Q1	$2.36M	Buy