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

Sagespring Wealth Partners’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 		$328K Sell
3,498
-1,035
-23% -$97.1K 0.01% 550
2025
Q1 		$399K Sell
4,533
-1,745
-28% -$154K 0.01% 443
2024
Q4 		$582K Buy
+6,278
New +$582K 0.02% 314