Avion Wealth’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
$15K Sell
167
-1,619
-91% -$145K ﹤0.01% 372
2025
Q1
$165K Hold
1,786
0.04% 95
2024
Q4
$165K Buy
1,786
+1,622
+989% +$150K 0.04% 95
2024
Q3
$15K Hold
164
﹤0.01% 300
2024
Q2
$14K Buy
+164
New +$14K ﹤0.01% 278