Capasso Planning Partners’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	$256K	Sell	2,726 -2,122	-44%	-$199K	0.14%	72
2025 Q1	$427K	Sell	4,848 -2,228	-31%	-$196K	0.18%	73
2024 Q4	$656K	Sell	7,076 -2,798	-28%	-$259K	0.26%	58
2024 Q3	$957K	Sell	9,874 -2,190	-18%	-$212K	0.28%	62
2024 Q2	$1.04M	Buy	+12,064	New	+$1.04M	0.34%	60