Impact Partnership Wealth’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
2024 Q2	–	Sell	-1,063	Closed	-$95.6K	–	509
2024 Q1	$95.6K	Sell	1,063 -87	-8%	-$7.82K	0.04%	263
2023 Q4	$97.6K	Sell	1,150 -1,130	-50%	-$95.9K	0.04%	254
2023 Q3	$173K	Buy	2,280 +1,077	+90%	+$81.7K	0.05%	201
2023 Q2	$96K	Buy	+1,203	New	+$96K	0.03%	188