Weaver Consulting Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,077	Closed	-$382K	–	268
2025 Q2	$382K	Hold	4,077	–	–	0.11%	152
2025 Q1	$359K	Buy	4,077 +54	+1%	+$4.97K	0.11%	147
2024 Q4	$373K	Hold	4,023	–	–	0.11%	140
2024 Q3	$390K	Hold	4,023	–	–	0.12%	133
2024 Q2	$348K	Hold	4,023	–	–	0.12%	135
2024 Q1	$362K	Hold	4,023	–	–	0.13%	136
2023 Q4	$341K	Hold	4,023	–	–	0.14%	129
2023 Q3	$305K	Buy	4,023 +312	+8%	+$24.8K	0.14%	135
2023 Q2	$296K	Buy	3,711 +660	+22%	+$49.7K	0.13%	139
2023 Q1	$225K	Sell	3,051 -476	-13%	-$33.8K	0.1%	161
2022 Q4	$229K	Hold	3,527	–	–	0.12%	153
2022 Q3	$212K	Sell	3,527 -1,576	-31%	-$106K	0.12%	155
2022 Q2	$325K	Hold	5,103	–	–	0.18%	112
2022 Q1	$381K	Sell	5,103 -329	-6%	-$24.2K	0.18%	106
2021 Q4	$413K	Hold	5,432	–	–	0.2%	94
2021 Q3	$398K	Buy	5,432 +1,576	+41%	+$119K	0.22%	91
2021 Q2	$286K	Hold	3,856	–	–	0.16%	114
2021 Q1	$267K	Hold	3,856	–	–	0.16%	110
2020 Q4	$239K	Sell	3,856 -57	-1%	-$3.36K	0.15%	113
2020 Q3	$214K	Hold	3,913	–	–	0.12%	114
2020 Q2	$204K	Sell	3,913 -746	-16%	-$37.1K	0.12%	121
2020 Q1	$204K	Buy	4,659 +1,897	+69%	+$97.5K	0.13%	104
2019 Q4	$139K	Buy	2,762 +2,286	+480%	+$121K	0.07%	138
2019 Q3	$24K	Hold	476	–	–	0.01%	321
2019 Q2	$23K	Hold	476	–	–	0.01%	324
2019 Q1	$22K	Buy	+476	New	+$21.5K	0.01%	708