Signature Estate & Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.18M Buy
55,194
+2,494
+5% +$234K 0.12% 87
2025
Q1
$4.64M Buy
52,700
+27,109
+106% +$2.39M 0.12% 88
2024
Q4
$2.37M Buy
25,591
+180
+0.7% +$16.7K 0.06% 118
2024
Q3
$2.46M Sell
25,411
-12
-0% -$1.16K 0.06% 110
2024
Q2
$2.2M Buy
+25,423
New +$2.2M 0.06% 125