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

WMS Partners’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,516
Closed -$975K – 174
2024
Q4 		$975K Buy
10,516
+7,595
+260% +$704K 0.05% 124
2024
Q3 		$283K Buy
+2,921
New +$283K 0.02% 236