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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$23.1M Sell
246,382
-12,646
-5% -$1.19M 0.52% 36
2025
Q1 		$22.8M Buy
259,028
+253,751
+4,809% +$22.3M 0.64% 32
2024
Q4 		$489K Buy
+5,277
New +$489K 0.02% 453