Edge Financial 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 Q1	–	Sell	-24,922	Closed	-$2.31M	–	111
2024 Q4	$2.31M	Sell	24,922 -1,341	-5%	-$124K	2.06%	12
2024 Q3	$2.55M	Buy	+26,263	New	+$2.55M	2.26%	6
2024 Q1	$1.17M	Buy	+13,018	New	+$1.17M	1.03%	25