Elevated Capital 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	-2,258	Closed	-$209K	–	259
2024 Q4	$209K	Sell	2,258 -4,416	-66%	-$409K	0.06%	255
2024 Q3	$647K	Sell	6,674 -54,054	-89%	-$5.24M	0.17%	181
2024 Q2	$5.26M	Buy	60,728 +521	+0.9%	+$45.1K	1.48%	9
2024 Q1	$5.41M	Buy	+60,207	New	+$5.41M	1.55%	14