Medallion Wealth Advisors, LLC’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Medallion Wealth Advisors, LLC’s Portfolio MOAT Stock Details MOAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$205K	Sell
2025 Q4	$288K	Sell
2025 Q3	$299K	Sell
2025 Q2	$299K	Sell
2025 Q1	$393K	Buy
2024 Q4	$217K	Buy