TF
Tompkins Financial’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.83M | Sell |
51,512
-24,534
| -32% | -$2.3M | 0.44% | 54 |
|
|
2025
Q1 | $6.69M | Sell |
76,046
-265,999
| -78% | -$23.4M | 0.64% | 45 |
|
|
2024
Q4 | $31.7M | Buy |
342,045
+621
| +0.2% | +$57.6K | 2.95% | 6 |
|
|
2024
Q3 | $33.1M | Sell |
341,424
-2,736
| -0.8% | -$265K | 3.17% | 5 |
|
|
2024
Q2 | $29.8M | Buy |
344,160
+9,899
| +3% | +$857K | 3.12% | 6 |
|
|
2024
Q1 | $30.1M | Buy |
334,261
+17,738
| +6% | +$1.59M | 3.4% | 5 |
|
|
2023
Q4 | $26.9M | Buy |
+316,523
| New | +$26.9M | 3.25% | 5 |
|