Moneta Group Investment 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	$420K	Sell	4,480 -60	-1%	-$5.63K	0.01%	476
2025 Q1	$400K	Sell	4,540 -1,209	-21%	-$106K	0.01%	466
2024 Q4	$533K	Buy	5,749 +336	+6%	+$31.2K	0.01%	402
2024 Q3	$525K	Buy	+5,413	New	+$525K	0.01%	394