Zimmermann Investment Management & Planning’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-5,674	Closed	-$491K	–	152
2024 Q2	$491K	Sell	5,674 -18,923	-77%	-$1.64M	0.16%	81
2024 Q1	$2.21M	Sell	24,597 -64,520	-72%	-$5.8M	0.8%	39
2023 Q4	$7.56M	Buy	89,117 +8,750	+11%	+$743K	3.09%	7
2023 Q3	$6.1M	Buy	+80,367	New	+$6.1M	2.92%	9