Smith Anglin Financial’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 Q2	$7.28M	Sell	77,592 -4,869	-6%	-$427K	0.66%	23
2025 Q1	$7.26M	Sell	82,461 -29,229	-26%	-$2.69M	0.77%	21
2024 Q4	$10.4M	Sell	111,690 -7,942	-7%	-$765K	0.97%	19
2024 Q3	$11.6M	Sell	119,632 -19,910	-14%	-$1.82M	1.12%	17
2024 Q2	$12.1M	Sell	139,542 -49,666	-26%	-$4.32M	1.22%	17
2024 Q1	$17M	Sell	189,208 -14,847	-7%	-$1.27M	1.76%	17
2023 Q4	$17.3M	Sell	204,055 -20,082	-9%	-$1.56M	1.99%	17
2023 Q3	$17M	Sell	224,137 -9,302	-4%	-$741K	2.07%	16
2023 Q2	$18.6M	Sell	233,439 -4,400	-2%	-$331K	2.26%	16
2023 Q1	$17.6M	Sell	237,839 -4,421	-2%	-$314K	2.62%	15
2022 Q4	$15.7M	Sell	242,260 -8,826	-4%	-$572K	2.97%	12
2022 Q3	$15.1M	Buy	251,086 +11,899	+5%	+$800K	3.17%	13
2022 Q2	$15.2M	Sell	239,187 -32,803	-12%	-$2.25M	4.46%	9
2022 Q1	$20.3M	Sell	271,990 -100,653	-27%	-$7.42M	4.71%	8
2021 Q4	$28.4M	Buy	372,643 +21,457	+6%	+$1.63M	4.84%	6
2021 Q3	$25.7M	Sell	351,186 -3,848	-1%	-$290K	5.01%	4
2021 Q2	$26.3M	Buy	355,034 +16,482	+5%	+$1.2M	5.06%	4
2021 Q1	$23.5M	Buy	338,552 +2,508	+0.7%	+$165K	5.07%	4
2020 Q4	$20.8M	Buy	+336,044	New	+$19.8M	3.73%	8