PRW Wealth Management’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
2021 Q3	–	Sell	-13,684	Closed	-$1.01M	–	217
2021 Q2	$1.01M	Buy	+13,684	New	+$1.01M	0.3%	100
2019 Q2	–	Sell	-2,250	Closed	-$105K	–	432
2019 Q1	$105K	Hold	2,250	–	–	0.1%	77
2018 Q4	$93K	Buy	+2,250	New	+$93K	0.12%	95