CapWealth Advisors’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	$261K	Hold	2,785	–	–	0.03%	90
2025 Q1	$245K	Sell	2,785 -82	-3%	-$7.22K	0.03%	92
2024 Q4	$266K	Hold	2,867	–	–	0.03%	93
2024 Q3	$278K	Buy	+2,867	New	+$278K	0.03%	92