Prospera Financial Services’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
2026 Q1	$19.9M	Buy	205,801 +2,308	+1%	+$239K	0.32%	60
2025 Q4	$21.1M	Sell	203,493 -3,854	-2%	-$394K	0.35%	59
2025 Q3	$20.6M	Sell	207,347 -15,992	-7%	-$1.56M	0.35%	57
2025 Q2	$20.9M	Sell	223,339 -559	-0.2%	-$49K	0.39%	49
2025 Q1	$19.7M	Sell	223,898 -4,155	-2%	-$382K	0.45%	45
2024 Q4	$21.1M	Sell	228,053 -2,978	-1%	-$287K	0.49%	37
2024 Q3	$22.4M	Buy	231,031 +1,627	+0.7%	+$149K	0.57%	33
2024 Q2	$19.9M	Buy	229,404 +2,097	+0.9%	+$182K	0.55%	34
2024 Q1	$20.4M	Buy	227,307 +40,942	+22%	+$3.51M	0.61%	27
2023 Q4	$15.8M	Buy	186,365 +40,004	+27%	+$3.11M	0.52%	35
2023 Q3	$11.1M	Buy	146,361 +47,756	+48%	+$3.8M	0.43%	45
2023 Q2	$7.87M	Buy	98,605 +6,916	+8%	+$521K	0.3%	72
2023 Q1	$6.77M	Sell	91,689 -17,640	-16%	-$1.25M	0.28%	89
2022 Q4	$7.1M	Buy	109,329 +48,505	+80%	+$3.15M	0.36%	68
2022 Q3	$3.65M	Sell	60,824 -11,239	-16%	-$756K	0.19%	130
2022 Q2	$4.59M	Buy	72,063 +21,359	+42%	+$1.47M	0.23%	94
2022 Q1	$3.79M	Buy	50,704 +46,638	+1,147%	+$3.44M	0.16%	152
2021 Q4	$310K	Buy	4,066 +966	+31%	+$73.2K	0.01%	699
2021 Q3	$227K	Hold	3,100	–	–	0.01%	734
2021 Q2	$230K	Buy	+3,100	New	+$226K	0.01%	731