Wealthcare Advisory Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Wealthcare Advisory Partners’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
2026 Q2	$22.9M	Buy	220,424 +1,040	+0.5%	+$105K	0.43%	45
2026 Q1	$21.2M	Buy	219,384 +5,603	+3%	+$581K	0.41%	46
2025 Q4	$22.1M	Buy	213,781 +2,475	+1%	+$253K	0.43%	44
2025 Q3	$20.9M	Buy	211,306 +6,071	+3%	+$592K	0.44%	45
2025 Q2	$19.2M	Buy	205,235 +14,751	+8%	+$1.29M	0.44%	48
2025 Q1	$16.8M	Buy	190,484 +7,550	+4%	+$695K	0.45%	46
2024 Q4	$17M	Sell	182,934 -10,260	-5%	-$988K	0.47%	40
2024 Q3	$18.7M	Buy	193,194 +7,081	+4%	+$648K	0.53%	36
2024 Q2	$16.1M	Buy	186,113 +3,472	+2%	+$302K	0.5%	40
2024 Q1	$16.4M	Buy	182,641 +21,617	+13%	+$1.85M	0.54%	42
2023 Q4	$13.7M	Buy	161,024 +37,973	+31%	+$2.95M	0.54%	45
2023 Q3	$9.33M	Buy	123,051 +69,805	+131%	+$5.56M	0.43%	53
2023 Q2	$4.25M	Buy	53,246 +2,398	+5%	+$180K	0.19%	97
2023 Q1	$3.75M	Buy	50,848 +657	+1%	+$46.6K	0.16%	105
2022 Q4	$3.26M	Buy	+50,191	New	+$3.26M	0.16%	113
2021 Q2	–	Sell	-27	Closed	-$2K	–	1337
2021 Q1	$2K	Buy	+27	New	+$1.78K	﹤0.01%	1889
2020 Q2	–	Sell	-27	Closed	-$1K	–	963
2020 Q1	$1K	Buy	+27	New	+$1.39K	﹤0.01%	1412

Other funds holding MOAT

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Planned Solutions Folsom, California $348M AUM 23.38% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM

Selby Wealth Management Emeryville, California $282M AUM