Guardian Wealth Advisors (North Carolina)’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2025 Q2	$1.97M	Buy
2025 Q1	$1.73M	Buy
2024 Q4	$1.82M	Buy
2024 Q3	$1.55M	Buy
2024 Q2	$1.27M	Sell
2024 Q1	$1.33M	Buy
2023 Q4	$1.15M	Buy
2023 Q3	$792K	Buy
2023 Q2	$739K	Sell
2023 Q1	$738K	Buy