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Valley Financial Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Valley Financial Management’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		$16M Buy
200,701
+154,319
+333% +$12.3M 8.29% 2
2023
Q1 		$3.42M Buy
+46,382
New +$3.42M 2.12% 16