Vantage Financial Partners (Illinois)’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Vantage Financial Partners (Illinois)’s Portfolio MOAT Stock Details MOAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3,250	Closed	-$207K	–	88
2022 Q2	$207K	Hold	3,250	–	–	0.12%	85
2022 Q1	$243K	Hold	3,250	–	–	0.13%	78
2021 Q4	$247K	Hold	3,250	–	–	0.13%	78
2021 Q3	$238K	Buy	3,250 +350	+12%	+$26.3K	0.13%	79
2021 Q2	$215K	Buy	+2,900	New	+$211K	0.12%	82

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s MOAT Position: Q3 2022 in Review

Vantage Financial Partners (Illinois) sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2022, closing a stake of 3,250 shares — an estimated $207K sold.

Vantage Financial Partners (Illinois) first reported a position in MOAT in Q2 2021 and held it in 5 quarters. The position peaked at $247K in Q4 2021. 351 funds tracked by Wall St. Rank hold MOAT as of Q3 2022.

Vantage Financial Partners (Illinois) reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2022 after selling out during the quarter.
Vantage Financial Partners (Illinois) sold 3,250 VanEck Morningstar Wide Moat ETF shares in Q3 2022, an estimated $207K.
Vantage Financial Partners (Illinois) first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2021 and held it in 5 quarters.
Vantage Financial Partners (Illinois)'s VanEck Morningstar Wide Moat ETF position peaked at $247K in Q4 2021.
351 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2022.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q3 2022, filed 9 Nov 2022.