Summit Financial’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Summit Financial’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 Q2	$23.1M	Sell
2025 Q1	$22.8M	Buy
2024 Q4	$489K	Buy