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Marshall & Sterling Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio MOAT Stock Details MOAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$8.52M Sell
90,981
-3,626
-4% -$340K 5.77% 3
2025
Q1 		$8.33M Buy
94,607
+213
+0.2% +$18.7K 5.66% 3
2024
Q4 		$8.75M Buy
+94,394
New +$8.75M 6.05% 2