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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.52M	Sell
2025 Q1	$8.33M	Buy
2024 Q4	$8.75M	Buy