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

Milestone Investment 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
2025
Q1 		– Sell
-145
Closed -$13.4K – 133
2024
Q4 		$13.4K Hold
145
– – ﹤0.01% 116
2024
Q3 		$14.1K Hold
145
– – ﹤0.01% 116
2024
Q2 		$12.6K Buy
+145
New +$12.6K ﹤0.01% 115