BXM 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	$2.45M	Sell	26,174 -5,015	-16%	-$470K	2.92%	6
2025 Q1	$2.74M	Buy	31,189 +26,505	+566%	+$2.33M	3.3%	3
2024 Q4	$434K	Buy	+4,684	New	+$434K	0.61%	51