MFGM
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Marshall Financial Group (Maryland)’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.49M Sell
15,562
-1,941
-11% -$186K 0.29% 72
2025
Q1 		$1.54M Sell
17,503
-1,236
-7% -$109K 0.34% 67
2024
Q4 		$1.74M Sell
18,739
-67
-0.4% -$6.21K 0.42% 53
2024
Q3 		$1.82M Buy
+18,806
New +$1.82M 0.44% 54