Sax Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Sax Wealth Advisors’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 Q3	$757K	Sell
2025 Q2	$755K	Hold
2025 Q1	$708K	Hold
2024 Q4	$746K	Buy
2024 Q3	$778K	Buy
2024 Q2	$694K	Buy
2024 Q1	$641K	Buy
2023 Q4	$349K	Buy
2023 Q3	$257K	Buy