Fiduciary Financial Group’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	$1.52M	Sell	15,947 -182,463	-92%	-$17.4M	0.28%	56
2025 Q1	$15.9M	Sell	198,410 -4,773	-2%	-$381K	3.45%	7
2024 Q4	$18.5M	Buy	203,183 +6,878	+4%	+$627K	4.03%	5
2024 Q3	$18.8M	Buy	196,305 +2,861	+1%	+$273K	4.31%	4
2024 Q2	$17.3M	Buy	+193,444	New	+$17.3M	4.18%	4