Graves Light Lenhart Wealth’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Graves Light Lenhart Wealth’s Portfolio MOAT Stock Details MOAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-398	Closed	-$25K	–	411
2022 Q2	$25K	Hold	398	–	–	﹤0.01%	390
2022 Q1	$30K	Hold	398	–	–	﹤0.01%	416
2021 Q4	$30K	Hold	398	–	–	﹤0.01%	484
2021 Q3	$29K	Hold	398	–	–	﹤0.01%	448
2021 Q2	$29K	Hold	398	–	–	﹤0.01%	449
2021 Q1	$28K	Hold	398	–	–	﹤0.01%	451
2020 Q4	$25K	Buy	+398	New	+$23.4K	﹤0.01%	448

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Graves Light Lenhart Wealth's MOAT Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2022, closing a stake of 398 shares — an estimated $25K sold.

Graves Light Lenhart Wealth first reported a position in MOAT in Q4 2020 and held it in 7 quarters. The position peaked at $30K in Q1 2022. 351 funds tracked by Wall St. Rank hold MOAT as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 398 VanEck Morningstar Wide Moat ETF shares in Q3 2022, an estimated $25K.
Graves Light Lenhart Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's VanEck Morningstar Wide Moat ETF position peaked at $30K in Q1 2022.
351 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.