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WFA of San Diego’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

WFA of San Diego’s Portfolio MOAT Stock Details MOAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,088
Closed -$311K – 134
2021
Q4 		$311K Buy
4,088
+767
+23% +$58.4K 0.18% 94
2021
Q3 		$243K Buy
+3,321
New +$243K 0.17% 90