Regal Investment 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
$337K Buy
2025
Q1
$298K Buy
2024
Q4
$276K Buy
2024
Q3
$266K Sell
2024
Q2
$299K Sell
2024
Q1
$313K Buy
2015
Q4
Sell
2015
Q3
$5K Buy