Westend Capital Management’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
$307K Hold
3,277
0.09% 36
2025
Q1
$288K Buy
3,277
+5
+0.2% +$440 0.11% 36
2024
Q4
$303K Hold
3,272
0.09% 38
2024
Q3
$317K Hold
3,272
0.11% 38
2024
Q2
$281K Sell
3,272
-166
-5% -$14.2K 0.1% 33
2024
Q1
$309K Buy
+3,438
New +$309K 0.12% 33