RDA Financial Network’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 Q2	$3.68M	Buy	35,413 +150	+0.4%	+$15.2K	0.8%	32
2026 Q1	$3.41M	Sell	35,263 -21	-0.1%	-$2.18K	0.85%	23
2025 Q4	$3.65M	Buy	35,284 +525	+2%	+$53.6K	0.88%	24
2025 Q3	$3.44M	Sell	34,759 -121	-0.3%	-$11.8K	0.85%	25
2025 Q2	$3.27M	Sell	34,880 -340	-1%	-$29.8K	0.88%	22
2025 Q1	$3.1M	Buy	35,220 +1,521	+5%	+$140K	0.92%	24
2024 Q4	$3.12M	Sell	33,699 -26,329	-44%	-$2.54M	0.91%	23
2024 Q3	$5.82M	Buy	60,028 +1,083	+2%	+$99K	1.81%	11
2024 Q2	$5.11M	Buy	58,945 +5,125	+10%	+$445K	1.67%	11
2024 Q1	$4.84M	Buy	53,820 +5,615	+12%	+$482K	1.66%	11
2023 Q4	$4.09M	Buy	48,205 +25,120	+109%	+$1.95M	1.55%	12
2023 Q3	$1.75M	Buy	23,085 +730	+3%	+$58.1K	0.76%	37
2023 Q2	$1.78M	Buy	22,355 +925	+4%	+$69.6K	0.75%	39
2023 Q1	$1.58M	Buy	21,430 +710	+3%	+$50.4K	0.72%	41
2022 Q4	$1.34M	Hold	20,720	–	–	0.68%	50
2022 Q3	$1.24M	Buy	20,720 +118	+0.6%	+$7.93K	0.68%	49
2022 Q2	$1.31M	Sell	20,602 -260	-1%	-$17.8K	0.66%	50
2022 Q1	$1.56M	Buy	20,862 +2,775	+15%	+$204K	0.66%	49
2021 Q4	$1.38M	Buy	18,087 +596	+3%	+$45.2K	0.56%	54
2021 Q3	$1.28M	Buy	17,491 +835	+5%	+$62.9K	0.56%	54
2021 Q2	$1.23M	Buy	16,656 +525	+3%	+$38.2K	0.54%	56
2021 Q1	$1.12M	Buy	16,131 +460	+3%	+$30.3K	0.48%	61
2020 Q4	$972K	Buy	15,671 +252	+2%	+$14.8K	0.44%	64
2020 Q3	$842K	Buy	15,419 +3,255	+27%	+$178K	0.38%	70
2020 Q2	$635K	Buy	12,164 +400	+3%	+$19.9K	0.32%	84
2020 Q1	$515K	Sell	11,764 -520	-4%	-$26.7K	0.31%	85
2019 Q4	$673K	Buy	12,284 +1,081	+10%	+$57.2K	0.27%	94
2019 Q3	$604K	Buy	11,203 +478	+4%	+$23.4K	0.26%	99
2019 Q2	$519K	Buy	10,725 +1,225	+13%	+$58K	0.23%	110
2019 Q1	$457K	Buy	+9,500	New	+$429K	0.22%	111