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

Tompkins 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 Q3	$4.56M	Sell
2025 Q2	$4.83M	Sell
2025 Q1	$6.69M	Sell
2024 Q4	$31.7M	Buy
2024 Q3	$33.1M	Sell
2024 Q2	$29.8M	Buy
2024 Q1	$30.1M	Buy
2023 Q4	$26.9M	Buy