Strategic Wealth Partners’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
2026
Q1
$625K Sell
2025
Q4
$672K Sell
2025
Q3
$1.62M Buy
2025
Q2
$34.7K Buy