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Whipplewood Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Whipplewood Advisors’s Portfolio MOAT Stock Details MOAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.14M Buy
12,208
+11,813
+2,991% +$1.11M 0.63% 37
2025
Q1 		$1.98M Sell
395
-22,419
-98% -$112M 1.17% 21
2024
Q4 		$2.12M Buy
+22,814
New +$2.12M 1.2% 19