Redwood Financial Network’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
2024 Q3	–	Sell	-2,966	Closed	-$257K	–	151
2024 Q2	$257K	Sell	2,966 -849	-22%	-$73.5K	0.22%	120
2024 Q1	$343K	Sell	3,815 -222	-5%	-$20K	0.3%	104
2023 Q4	$343K	Buy	4,037 +12	+0.3%	+$1.02K	0.33%	96
2023 Q3	$305K	Buy	+4,025	New	+$305K	0.32%	99