SageView Advisory Group’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
2025 Q4	$1.71M	Buy	16,550 +2,189	+15%	+$224K	0.06%	176
2025 Q3	$1.42M	Sell	14,361 -24	-0.2%	-$2.34K	0.05%	219
2025 Q2	$1.42M	Sell	14,385 -2,286	-14%	-$201K	0.05%	193
2025 Q1	$1.47M	Sell	16,671 -1,108	-6%	-$102K	0.06%	163
2024 Q4	$1.65M	Buy	17,779 +7,732	+77%	+$745K	0.07%	145
2024 Q3	$974K	Sell	10,047 -8,022	-44%	-$734K	0.05%	202
2024 Q2	$1.56M	Buy	+18,069	New	+$1.57M	0.07%	158
2024 Q1	–	Sell	-20,104	Closed	-$1.71M	–	692
2023 Q4	$1.71M	Sell	20,104 -13,587	-40%	-$1.06M	0.07%	171
2023 Q3	$2.56M	Buy	33,691 +2,090	+7%	+$166K	0.15%	93
2023 Q2	$2.52M	Buy	31,601 +27,097	+602%	+$2.04M	0.14%	98
2023 Q1	$333K	Sell	4,504 -38	-0.8%	-$2.7K	0.02%	368
2022 Q4	$295K	Buy	+4,542	New	+$295K	0.02%	324