Principle Wealth Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Principle Wealth Partners’s Portfolio MOAT Stock Details MOAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$966K	Sell
2025 Q1	$923K	Sell
2024 Q4	$1.06M	Sell
2024 Q3	$1.19M	Sell
2024 Q2	$1.09M	Sell
2024 Q1	$1.17M	Sell
2023 Q4	$1.11M	Buy
2023 Q3	$860K	Buy
2023 Q2	$694K	Buy