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Amplius Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Amplius Wealth Advisors’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-584
Closed -$44K – 622
2021
Q4 		$44K Buy
+584
New +$44K 0.01% 357