Concert Wealth Management’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
2015 Q3	–	Sell	-6,783	Closed	-$208K	–	718
2015 Q2	$208K	Sell	6,783 -4,315	-39%	-$132K	0.03%	626
2015 Q1	$299K	Sell	11,098 -1,720	-13%	-$46.3K	0.09%	299
2014 Q4	$404K	Buy	+12,818	New	+$404K	0.06%	374