Financial Synergies 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
2025 Q2	$579K	Hold	6,175	–	–	0.06%	61
2025 Q1	$543K	Sell	6,175 -72	-1%	-$6.34K	0.07%	53
2024 Q4	$579K	Sell	6,247 -90	-1%	-$8.35K	0.07%	48
2024 Q3	$614K	Buy	6,337 +754	+14%	+$73.1K	0.08%	49
2024 Q2	$484K	Buy	+5,583	New	+$484K	0.07%	54