Sheets Smith 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
2024 Q2	–	Sell	-10,981	Closed	-$987K	–	393
2024 Q1	$987K	Buy	10,981 +665	+6%	+$59.8K	0.11%	168
2023 Q4	$876K	Buy	10,316 +433	+4%	+$36.7K	0.12%	147
2023 Q3	$750K	Buy	9,883 +5,575	+129%	+$423K	0.11%	156
2023 Q2	$344K	Buy	+4,308	New	+$344K	0.05%	261