Cutler Capital Management’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
2026 Q1	$3.55M	Buy	36,753 +6,155	+20%	+$638K	0.98%	40
2025 Q4	$3.17M	Buy	30,598 +2,570	+9%	+$262K	0.95%	41
2025 Q3	$2.78M	Buy	28,028 +4,965	+22%	+$484K	0.89%	42
2025 Q2	$2.16M	Buy	23,063 +320	+1%	+$28.1K	0.75%	50
2025 Q1	$2M	Buy	22,743 +605	+3%	+$55.7K	0.7%	49
2024 Q4	$2.05M	Buy	22,138 +1,239	+6%	+$119K	0.71%	50
2024 Q3	$2.03M	Buy	20,899 +2,175	+12%	+$199K	0.72%	51
2024 Q2	$1.62M	Buy	18,724 +2,490	+15%	+$216K	0.63%	53
2024 Q1	$1.46M	Buy	16,234 +1,501	+10%	+$129K	0.57%	56
2023 Q4	$1.25M	Buy	14,733 +2,102	+17%	+$163K	0.52%	55
2023 Q3	$958K	Buy	12,631 +2,300	+22%	+$183K	0.43%	61
2023 Q2	$824K	Sell	10,331 -8	-0.1%	-$602	0.39%	63
2023 Q1	$763K	Buy	10,339 +658	+7%	+$46.7K	0.34%	67
2022 Q4	$628K	Buy	9,681 +1,449	+18%	+$94K	0.26%	73
2022 Q3	$494K	Buy	8,232 +1,250	+18%	+$84.1K	0.23%	72
2022 Q2	$445K	Buy	6,982 +1,740	+33%	+$119K	0.17%	77
2022 Q1	$392K	Hold	5,242	–	–	0.14%	81
2021 Q4	$399K	Buy	5,242 +2,747	+110%	+$208K	0.15%	83
2021 Q3	$183K	Buy	2,495 +20	+0.8%	+$1.5K	0.07%	93
2021 Q2	$183K	Buy	2,475 +170	+7%	+$12.4K	0.07%	91
2021 Q1	$160K	Buy	+2,305	New	+$152K	0.06%	90