Plante Moran Financial Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-322	Closed	-$30.2K	–	838
2025 Q2	$30.2K	Hold	322	–	–	﹤0.01%	423
2025 Q1	$28.3K	Hold	322	–	–	﹤0.01%	431
2024 Q4	$29.9K	Hold	322	–	–	﹤0.01%	428
2024 Q3	$31.2K	Hold	322	–	–	﹤0.01%	459
2024 Q2	$27.9K	Sell	322 -7	-2%	-$608	﹤0.01%	426
2024 Q1	$29.6K	Sell	329 -1,089	-77%	-$93.4K	﹤0.01%	439
2023 Q4	$120K	Buy	1,418 +1,096	+340%	+$85.1K	0.01%	228
2023 Q3	$24.4K	Hold	322	–	–	﹤0.01%	393
2023 Q2	$25.7K	Buy	+322	New	+$24.2K	﹤0.01%	397
2021 Q3	–	Sell	-1,234	Closed	-$91K	–	985
2021 Q2	$91K	Hold	1,234	–	–	0.02%	264
2021 Q1	$85K	Hold	1,234	–	–	0.02%	273
2020 Q4	$77K	Hold	1,234	–	–	0.02%	284
2020 Q3	$67K	Hold	1,234	–	–	0.02%	278
2020 Q2	$64K	Buy	+1,234	New	+$61.5K	0.03%	265
2015 Q1	–	Sell	-406	Closed	-$13K	–	767
2014 Q4	$13K	Buy	+406	New	+$12.7K	0.01%	485