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Marcum Wealth’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Marcum Wealth’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,807
Closed -$213K – 394
2023
Q3 		$213K Buy
+2,807
New +$213K 0.03% 307