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Turning Point Benefit Group’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
$803K Buy
8,560
+3,466
+68% +$325K 0.61% 32
2025
Q1
$400K Buy
5,094
+2,715
+114% +$213K 0.37% 48
2024
Q4
$219K Buy
+2,379
New +$219K 0.21% 59