Lake Street Advisors Group’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
Q4
$546K Buy
5,885
+79
+1% +$7.33K 0.03% 318
2024
Q3
$563K Buy
5,806
+1,231
+27% +$119K 0.03% 308
2024
Q2
$396K Buy
4,575
+1,034
+29% +$89.6K 0.02% 376
2024
Q1
$318K Buy
+3,541
New +$318K 0.01% 446