Evolution 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
2024
Q1
Sell
-3,335
Closed -$283K 139
2023
Q4
$283K Hold
3,335
0.06% 101
2023
Q3
$253K Buy
+3,335
New +$253K 0.06% 101