H&H Retirement Design & Management’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
2022
Q2
Sell
-3,274
Closed -$242K 75
2022
Q1
$242K Sell
3,274
-608
-16% -$44.9K 0.16% 51
2021
Q4
$285K Buy
+3,882
New +$285K 0.18% 60