Financial Synergies Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio MOAT Stock Details MOAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$612K	Hold
2025 Q2	$579K	Hold
2025 Q1	$543K	Sell
2024 Q4	$579K	Sell
2024 Q3	$614K	Buy
2024 Q2	$484K	Buy