Summit Trail 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	$1.68M	Sell	17,934 -2,007	-10%	-$188K	0.03%	309
2025 Q1	$1.75M	Sell	19,941 -3,262	-14%	-$287K	0.06%	110
2024 Q4	$2.15M	Buy	+23,203	New	+$2.15M	0.08%	83