Colonial River Investments’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 Q1	–	Sell	-4,374	Closed	-$406K	–	241
2024 Q4	$406K	Buy	4,374 +86	+2%	+$7.97K	0.2%	115
2024 Q3	$416K	Buy	4,288 +120	+3%	+$11.6K	0.21%	111
2024 Q2	$361K	Buy	4,168 +560	+16%	+$48.5K	0.19%	101
2024 Q1	$324K	Buy	+3,608	New	+$324K	0.18%	111