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R.M. Davis Inc’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

R.M. Davis Inc’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 		$246K Hold
2,620
– – ﹤0.01% 247
2025
Q1 		$231K Buy
2,620
+377
+17% +$33.2K ﹤0.01% 257
2024
Q4 		$208K Buy
+2,243
New +$208K ﹤0.01% 269