Goldstone Financial Group’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	$12.6M	Sell	130,566 -3,352	-3%	-$347K	1.37%	18
2025 Q4	$13.9M	Buy	133,918 +5,610	+4%	+$573K	1.55%	17
2025 Q3	$12.7M	Buy	128,308 +4,638	+4%	+$452K	1.5%	18
2025 Q2	$12M	Buy	123,670 +6,101	+5%	+$535K	1.58%	15
2025 Q1	$10.3M	Buy	117,569 +12,075	+11%	+$1.11M	1.57%	20
2024 Q4	$9.78M	Buy	105,494 +4,567	+5%	+$440K	1.53%	21
2024 Q3	$9.78M	Buy	100,927 +6,419	+7%	+$587K	1.7%	17
2024 Q2	$8.19M	Buy	94,508 +3,385	+4%	+$294K	1.64%	17
2024 Q1	$8.19M	Buy	91,123 +2,464	+3%	+$211K	1.88%	15
2023 Q4	$7.52M	Buy	88,659 +16,875	+24%	+$1.31M	1.94%	14
2023 Q3	$5.44M	Sell	71,784 -13,428	-16%	-$1.07M	1.61%	17
2023 Q2	$6.8M	Buy	85,212 +9,768	+13%	+$735K	2%	14
2023 Q1	$5.57M	Buy	+75,444	New	+$5.36M	1.84%	18