MWM
MOAT icon

Modern Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Modern Wealth 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 		$5.02M Sell
53,534
-632
-1% -$59.3K 0.13% 167
2025
Q1 		$4.77M Sell
54,166
-2,030
-4% -$179K 0.15% 128
2024
Q4 		$5.21M Buy
56,196
+55
+0.1% +$5.1K 0.19% 102
2024
Q3 		$5.44M Buy
+56,141
New +$5.44M 0.33% 59