Financial Partners Group (Kansas)’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.77M	Sell	38,942 -2,173	-5%	-$225K	0.45%	42
2025 Q4	$4.31M	Sell	41,115 -8,067	-16%	-$824K	0.5%	40
2025 Q3	$4.87M	Sell	49,182 -2,126	-4%	-$207K	0.61%	36
2025 Q2	$4.81M	Sell	51,308 -1,081	-2%	-$94.8K	0.67%	33
2025 Q1	$4.61M	Sell	52,389 -1,346	-3%	-$124K	0.71%	37
2024 Q4	$4.98M	Sell	53,735 -1,705	-3%	-$164K	0.73%	33
2024 Q3	$5.37M	Sell	55,440 -6,820	-11%	-$624K	0.8%	30
2024 Q2	$5.39M	Sell	62,260 -4,840	-7%	-$421K	0.85%	27
2024 Q1	$6.03M	Buy	67,100 +2,518	+4%	+$216K	0.96%	27
2023 Q4	$5.48M	Sell	64,582 -620	-1%	-$48.1K	0.98%	28
2023 Q3	$4.81M	Buy	65,202 +1,223	+2%	+$97.4K	0.99%	28
2023 Q2	$5.17M	Buy	63,979 +5,520	+9%	+$415K	1.05%	30
2023 Q1	$4.32M	Buy	58,459 +574	+1%	+$40.7K	0.96%	29
2022 Q4	$4.26M	Buy	57,885 +490	+0.9%	+$31.8K	0.94%	29
2022 Q3	$3.44M	Sell	57,395 -2,166	-4%	-$146K	0.91%	27
2022 Q2	$3.8M	Buy	59,561 +663	+1%	+$45.5K	0.95%	25
2022 Q1	$4.4M	Buy	58,898 +1,414	+2%	+$104K	0.95%	25
2021 Q4	$4.27M	Buy	57,484 +3,028	+6%	+$229K	0.93%	27
2021 Q3	$3.99M	Buy	54,456 +922	+2%	+$69.4K	0.94%	33
2021 Q2	$3.96M	Buy	53,534 +529	+1%	+$38.5K	1.02%	27
2021 Q1	$3.67M	Buy	53,005 +425	+0.8%	+$28K	1.04%	26
2020 Q4	$3.39M	Sell	52,580 -5,275	-9%	-$311K	1.01%	25
2020 Q3	$3.16M	Sell	57,855 -2,885	-5%	-$158K	1.08%	24
2020 Q2	$3.17M	Sell	60,740 -6,483	-10%	-$323K	1.24%	24
2020 Q1	$2.81M	Buy	67,223 +55,150	+457%	+$2.84M	1.74%	16
2019 Q4	$663K	Buy	+12,073	New	+$639K	0.26%	40