Valeo Financial Advisors’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
2021 Q2	–	Sell	-1,575	Closed	-$109K	–	1209
2021 Q1	$109K	Hold	1,575	–	–	0.01%	568
2020 Q4	$98K	Buy	1,575 +23	+1%	+$1.43K	0.01%	565
2020 Q3	$85K	Hold	1,552	–	–	0.01%	495
2020 Q2	$81K	Buy	+1,552	New	+$81K	0.01%	552