Oxford 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
2025
Q1
Sell
-11
Closed -$1.02K 288
2024
Q4
$1.02K Hold
11
﹤0.01% 295
2024
Q3
$1.07K Sell
11
-106
-91% -$10.3K ﹤0.01% 291
2024
Q2
$10.1K Buy
+117
New +$10.1K ﹤0.01% 304