National Wealth Management Group’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
2024 Q4	–	Sell	-3,590	Closed	-$348K	–	164
2024 Q3	$348K	Buy	+3,590	New	+$348K	0.24%	103
2022 Q1	–	Sell	-3,597	Closed	-$274K	–	123
2021 Q4	$274K	Buy	+3,597	New	+$274K	0.26%	98