HBK Sorce Advisory’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
2025
Q2
Sell
-4,314
Closed -$380K 607
2025
Q1
$380K Buy
+4,314
New +$380K 0.01% 393