Magnolia Capital Advisors’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
$7.92M Sell
84,440
-8,222
-9% -$771K 1.99% 8
2025
Q1
$8.15M Buy
92,662
+6,502
+8% +$572K 2.22% 8
2024
Q4
$7.99M Buy
86,160
+2,263
+3% +$210K 2.07% 10
2024
Q3
$8.13M Buy
83,897
+79,702
+1,900% +$7.73M 4.07% 5
2024
Q2
$363K Buy
+4,195
New +$363K 0.2% 96