New Insight Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$345K Sell
2025
Q1
$466K Hold
2024
Q4
$491K Hold
2024
Q3
$513K Hold
2024
Q2
$458K Hold
2024
Q1
$476K Hold
2023
Q4
$449K Buy