Atria Wealth Solutions’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
2025 Q2	$6.41M	Sell	68,191 -67,284	-50%	-$5.9M	0.15%	165
2025 Q1	$11.9M	Sell	135,475 -19,302	-12%	-$1.78M	0.14%	152
2024 Q4	$14.4M	Sell	154,777 -14,133	-8%	-$1.36M	0.16%	136
2024 Q3	$16.4M	Sell	168,910 -14,419	-8%	-$1.32M	0.18%	122
2024 Q2	$15.9M	Buy	183,329 +6,017	+3%	+$523K	0.18%	121
2024 Q1	$15.9M	Buy	177,312 +50,404	+40%	+$4.32M	0.18%	119
2023 Q4	$10.8M	Buy	126,908 +24,620	+24%	+$1.91M	0.14%	158
2023 Q3	$7.76M	Buy	102,288 +32,053	+46%	+$2.55M	0.11%	191
2023 Q2	$5.6M	Buy	70,235 +21,712	+45%	+$1.63M	0.08%	252
2023 Q1	$3.58M	Sell	48,523 -7,572	-13%	-$537K	0.05%	357
2022 Q4	$3.64M	Buy	56,095 +3,932	+8%	+$255K	0.06%	331
2022 Q3	$3.13M	Sell	52,163 -4,381	-8%	-$295K	0.05%	336
2022 Q2	$3.6M	Buy	56,544 +16,068	+40%	+$1.1M	0.07%	302
2022 Q1	$3.02M	Buy	+40,476	New	+$2.98M	0.05%	369