Rollins Financial’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
2023 Q4	$3.95M	Sell	46,528 -890	-2%	-$75.5K	0.82%	21
2023 Q3	$3.6M	Sell	47,418 -415	-0.9%	-$31.5K	0.88%	20
2023 Q2	$3.82M	Sell	47,833 -2,430	-5%	-$194K	1.04%	21
2023 Q1	$3.71M	Buy	50,263 +35,081	+231%	+$2.59M	1.23%	17
2022 Q4	$985K	Buy	+15,182	New	+$985K	0.37%	42