BFWM
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Bright Futures Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Bright Futures Wealth Management’s Portfolio MOAT Stock Details MOAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,645
Closed -$922K – 189
2024
Q3 		$922K Buy
9,645
+337
+4% +$32.2K 0.45% 68
2024
Q2 		$833K Sell
9,308
-7,981
-46% -$714K 0.45% 68
2024
Q1 		$1.5M Buy
+17,289
New +$1.5M 0.81% 35