Accredited Wealth 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
$7.77M Sell
82,794
-2,954
-3% -$277K 6.29% 3
2025
Q1
$7.55M Buy
85,748
+1,672
+2% +$147K 6.37% 3
2024
Q4
$7.8M Buy
+84,076
New +$7.8M 6.82% 2