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Keystone Financial Group (Georgia)’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Keystone Financial Group (Georgia)’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-150
Closed -$14.5K – 129
2026
Q1 		$14.5K Hold
150
– – 0.01% 108
2025
Q4 		$15.5K Buy
+150
New +$15.3K 0.01% 110

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Keystone Financial Group (Georgia)'s MOAT Position: Q2 2026 in Review

Keystone Financial Group (Georgia) sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026, closing a stake of 150 shares — an estimated $14.5K sold.

Keystone Financial Group (Georgia) first reported a position in MOAT in Q4 2025 and held it in 2 quarters. The position peaked at $15.5K in Q4 2025. 219 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Keystone Financial Group (Georgia) reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2026 after selling out during the quarter.
  • Keystone Financial Group (Georgia) sold 150 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $14.5K.
  • Keystone Financial Group (Georgia) first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and held it in 2 quarters.
  • Keystone Financial Group (Georgia)'s VanEck Morningstar Wide Moat ETF position peaked at $15.5K in Q4 2025.
  • 219 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.