New Century Financial 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 Q2	–	Sell	-15,511	Closed	-$1.39M	–	298
2024 Q1	$1.39M	Buy	15,511 +12,818	+476%	+$1.15M	0.97%	17
2023 Q4	$229K	Buy	+2,693	New	+$229K	0.2%	144