Balboa Wealth Partners’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
2024 Q4	–	Sell	-8,104	Closed	-$786K	–	367
2024 Q3	$786K	Buy	8,104 +1,407	+21%	+$136K	0.2%	96
2024 Q2	$580K	Sell	6,697 -6,226	-48%	-$539K	0.15%	117
2024 Q1	$1.16M	Buy	12,923 +7,818	+153%	+$703K	0.34%	53
2023 Q4	$433K	Buy	+5,105	New	+$433K	0.14%	125