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Richmond Investment Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Richmond Investment Services’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 		$29.3M Buy
312,899
+143,156
+84% +$13.4M 6.2% 3
2025
Q1 		$14.9M Buy
169,743
+7,905
+5% +$696K 8.11% 2
2024
Q4 		$15M Buy
+161,838
New +$15M 8.42% 2