Jacksonville Wealth 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
2025 Q2	$2.62M	Buy	27,942 +1,434	+5%	+$134K	2.11%	13
2025 Q1	$2.33M	Sell	26,508 -21	-0.1%	-$1.85K	2.3%	12
2024 Q4	$2.46M	Buy	+26,529	New	+$2.46M	2.3%	12