AWM
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Abound Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Abound Wealth Management’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
Q2 		– Sell
-202
Closed -$17.8K – 1332
2025
Q1 		$17.8K Buy
+202
New +$17.8K 0.01% 316
2023
Q1 		– Sell
-50
Closed -$3.25K – 740
2022
Q4 		$3.25K Buy
+50
New +$3.25K ﹤0.01% 433