Zurich Insurance Group’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
2024 Q4	–	Sell	-7,748	Closed	-$744K	–	251
2024 Q3	$744K	Hold	7,748	–	–	0.01%	210
2024 Q2	$682K	Sell	7,748 -135,421	-95%	-$11.8M	0.01%	225
2024 Q1	$12.6M	Hold	143,169	–	–	0.12%	117
2023 Q4	$12M	Buy	143,169 +1,639	+1%	+$127K	0.12%	121
2023 Q3	$10.6M	Hold	141,530	–	–	0.11%	121
2023 Q2	$11.6M	Buy	141,530 +30,501	+27%	+$2.3M	0.12%	105
2023 Q1	$8.1M	Hold	111,029	–	–	0.1%	112
2022 Q4	$6.59M	Sell	111,029 -9,625	-8%	-$624K	0.09%	99
2022 Q3	$7.17M	Sell	120,654 -52,530	-30%	-$3.53M	0.11%	96
2022 Q2	$11M	Buy	173,184 +47,470	+38%	+$3.26M	0.16%	105
2022 Q1	$9.39M	Sell	125,714 -2,927	-2%	-$216K	0.12%	89
2021 Q4	$9.81M	Sell	128,641 -3,878	-3%	-$294K	0.11%	78
2021 Q3	$9.57M	Sell	132,519 -2,997	-2%	-$226K	0.11%	85
2021 Q2	$9.79M	Buy	135,516 +2,060	+2%	+$150K	0.12%	87
2021 Q1	$9.64M	Buy	133,456 +540	+0.4%	+$35.6K	0.14%	72
2020 Q4	$8.5M	Buy	132,916 +14,338	+12%	+$845K	0.13%	76
2020 Q3	$6.47M	Sell	118,578 -6,385	-5%	-$349K	0.11%	70
2020 Q2	$5.51M	Buy	124,963 +22,915	+22%	+$1.14M	0.09%	74
2020 Q1	$4.5M	Buy	102,048 +11,710	+13%	+$602K	0.1%	81
2019 Q4	$4.97M	Buy	90,338 +86,338	+2,158%	+$4.57M	0.09%	112
2019 Q3	$201K	Buy	+4,000	New	+$196K	﹤0.01%	481