Doyle Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Doyle Wealth Management’s Portfolio MOAT Stock Details MOAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$4.43M	Buy	73,829 +8,433	+13%	+$567K	0.38%	62
2022 Q2	$4.17M	Buy	65,396 +35,145	+116%	+$2.41M	0.34%	67
2022 Q1	$2.26M	Buy	30,251 +27,550	+1,020%	+$2.03M	0.16%	81
2021 Q4	$206K	Buy	+2,701	New	+$205K	0.01%	224

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Doyle Wealth Management's MOAT Position: Q3 2022 in Review

Doyle Wealth Management increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 13% in Q3 2022, buying an estimated $567K and bringing the position to 73,829 shares worth $4.43M. The position accounts for 0.38% of the portfolio, ranked #62.

Doyle Wealth Management first reported a position in MOAT in Q4 2021 and has held it in 4 quarters since. 351 funds tracked by Wall St. Rank hold MOAT as of Q3 2022.

Doyle Wealth Management held 73,829 shares of VanEck Morningstar Wide Moat ETF worth $4.43M as of Q3 2022.
Doyle Wealth Management bought 8,433 VanEck Morningstar Wide Moat ETF shares in Q3 2022, an estimated $567K.
VanEck Morningstar Wide Moat ETF made up 0.38% of Doyle Wealth Management's portfolio in Q3 2022, its #62 holding.
Doyle Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and has held it in 4 quarters since.
351 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.