Cornerstone Financial Group’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	$1.16M	Hold	12,388	–	–	0.99%	27
2025 Q1	$1.13M	Buy	12,388 +508	+4%	+$46.2K	1.01%	27
2024 Q4	$1.1M	Buy	+11,880	New	+$1.1M	1.09%	28