United Advisor 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
2025 Q2	$738K	Sell	7,868 -2,401	-23%	-$225K	0.13%	170
2025 Q1	$904K	Sell	10,269 -414	-4%	-$36.4K	0.19%	125
2024 Q4	$991K	Sell	10,683 -2,832	-21%	-$263K	0.2%	124
2024 Q3	$1.31M	Buy	13,515 +5,062	+60%	+$491K	0.3%	85
2024 Q2	$732K	Buy	+8,453	New	+$732K	0.23%	97