Elevation Capital Advisory’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	$1.53M	Sell	16,333 -92,203	-85%	-$8.65M	0.61%	40
2025 Q1	$9.55M	Buy	108,536 +94,627	+680%	+$8.33M	4.17%	6
2024 Q4	$1.29M	Sell	13,909 -91,914	-87%	-$8.52M	0.55%	34
2024 Q3	$10.3M	Buy	+105,823	New	+$10.3M	4.53%	5
2021 Q2	$10.9M	Buy	+146,684	New	+$10.9M	6.1%	8