Sound Financial Strategies Group’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
2022 Q1	–	Sell	-13,013	Closed	-$990K	–	94
2021 Q4	$990K	Sell	13,013 -403	-3%	-$30.7K	0.5%	21
2021 Q3	$983K	Sell	13,416 -5,415	-29%	-$397K	0.49%	20
2021 Q2	$1.4M	Buy	18,831 +594	+3%	+$44K	0.7%	12
2021 Q1	$1.26M	Buy	+18,237	New	+$1.26M	0.65%	11