Capasso Planning Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Capasso Planning Partners’s Portfolio MOAT Stock Details MOAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$216K	Sell
2025 Q2	$256K	Sell
2025 Q1	$427K	Sell
2024 Q4	$656K	Sell
2024 Q3	$957K	Sell
2024 Q2	$1.04M	Buy