Crux Wealth 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
$1.92M Sell
20,423
-4,035
-16% -$378K 0.82% 35
2025
Q1
$2.15M Sell
24,458
-1,666
-6% -$147K 1.12% 26
2024
Q4
$2.42M Buy
+26,124
New +$2.42M 1.35% 23