Independent Advisor Alliance’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
Q1
Sell
-107,509
Closed -$9.97M 1160
2024
Q4
$9.97M Buy
+107,509
New +$9.97M 0.13% 166
2020
Q1
Sell
-206,861
Closed -$11.3M 675
2019
Q4
$11.3M Buy
+206,861
New +$11.3M 0.49% 42