CWM
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Cabot Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Cabot Wealth Management’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.32M Buy
67,359
+1,870
+3% +$175K 0.75% 47
2025
Q1 		$5.76M Buy
65,489
+4,287
+7% +$377K 0.73% 46
2024
Q4 		$5.67M Sell
61,202
-1,193
-2% -$111K 0.72% 47
2024
Q3 		$6.05M Buy
+62,395
New +$6.05M 0.76% 44