Triad Wealth Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$724K Buy
2025
Q2
$283K Buy
2024
Q3
Sell
2024
Q2
$11.6K Buy