Benchmark Financial Wealth Advisors’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
2022
Q4
Sell
-37,610
Closed -$2.26M 72
2022
Q3
$2.26M Buy
37,610
+2,456
+7% +$147K 1.33% 19
2022
Q2
$2.24M Buy
+35,154
New +$2.24M 1.15% 22