Accurate 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 Q1	–	Sell	-7,066	Closed	-$644K	–	395
2024 Q4	$644K	Buy	7,066 +168	+2%	+$15.3K	0.12%	172
2024 Q3	$670K	Buy	+6,898	New	+$670K	0.13%	156
2023 Q1	–	Sell	-624	Closed	-$42.5K	–	953
2022 Q4	$42.5K	Buy	+624	New	+$42.5K	0.02%	493