Bleakley Financial Group’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 Q3	–	Sell	-14,675	Closed	-$1.27M	–	1062
2024 Q2	$1.27M	Buy	14,675 +474	+3%	+$41.1K	0.04%	365
2024 Q1	$1.28M	Buy	14,201 +134	+1%	+$12K	0.04%	382
2023 Q4	$1.19M	Buy	+14,067	New	+$1.19M	0.04%	363