Obermeyer Wealth Partners’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
Q4 | $16.6M | Sell |
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|
2025
Q3 | $16M | Sell |
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|
2025
Q2 | $25M | Sell |
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|
2025
Q1 | $77.5M | Buy |
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|
2024
Q4 | $78.9M | Buy |
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|
2024
Q3 | $79.6M | Buy |
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|
2024
Q2 | $69.3M | Buy |
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|
2024
Q1 | $69.1M | Buy |
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|
2023
Q4 | $59.6M | Buy |
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|
2023
Q3 | $49M | Buy |
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|
2023
Q2 | $45.8M | Buy |
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