Mount Yale 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	$627K	Buy	+6,690	New	+$627K	0.05%	295
2019 Q3	–	Sell	-4,613	Closed	-$220K	–	314
2019 Q2	$220K	Sell	4,613 -82	-2%	-$3.91K	0.04%	285
2019 Q1	$219K	Hold	4,695	–	–	0.04%	281
2018 Q4	$213K	Buy	+4,695	New	+$213K	0.04%	289