Sterling Investment Advisors (Pennsylvania)’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
$5.37M Sell
2025
Q1
$5.75M Sell
2024
Q4
$6.81M Buy
2024
Q3
$6.72M Sell
2024
Q2
$6.23M Buy
2024
Q1
$6.18M Buy
2023
Q4
$4.87M Buy
2023
Q3
$769K Buy