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Objectivity Squared’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-122,930
Closed -$10M 52
2025
Q1
$10M Buy
122,930
+4,124
+3% +$337K 8.42% 6
2024
Q4
$10.8M Buy
118,806
+2,891
+2% +$263K 7.53% 5
2024
Q3
$11.1M Buy
115,915
+2,904
+3% +$277K 7.69% 5
2024
Q2
$10.1M Buy
113,011
+6,992
+7% +$626K 7.73% 5
2024
Q1
$9.22M Buy
106,019
+36,878
+53% +$3.21M 8.1% 5
2023
Q4
$5.87M Buy
+69,141
New +$5.87M 5.84% 6