Cutler Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Buy |
23,063
+320
| +1% | +$30K | 0.75% | 50 |
|
|
2025
Q1 | $2M | Buy |
22,743
+605
| +3% | +$53.2K | 0.7% | 49 |
|
|
2024
Q4 | $2.05M | Buy |
22,138
+1,239
| +6% | +$115K | 0.71% | 50 |
|
|
2024
Q3 | $2.03M | Buy |
20,899
+2,175
| +12% | +$211K | 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% | +$135K | 0.57% | 56 |
|
|
2023
Q4 | $1.25M | Buy |
14,733
+2,102
| +17% | +$178K | 0.52% | 55 |
|
|
2023
Q3 | $958K | Buy |
12,631
+2,300
| +22% | +$174K | 0.43% | 61 |
|
|
2023
Q2 | $824K | Sell |
10,331
-8
| -0.1% | -$638 | 0.39% | 63 |
|
|
2023
Q1 | $763K | Buy |
10,339
+658
| +7% | +$48.5K | 0.34% | 67 |
|
|
2022
Q4 | $628K | Buy |
9,681
+1,449
| +18% | +$94.1K | 0.26% | 73 |
|
|
2022
Q3 | $494K | Buy |
8,232
+1,250
| +18% | +$75K | 0.23% | 72 |
|
|
2022
Q2 | $445K | Buy |
6,982
+1,740
| +33% | +$111K | 0.17% | 77 |
|
|
2022
Q1 | $392K | Hold |
5,242
| – | – | 0.14% | 81 |
|
|
2021
Q4 | $399K | Buy |
5,242
+2,747
| +110% | +$209K | 0.15% | 83 |
|
|
2021
Q3 | $183K | Buy |
2,495
+20
| +0.8% | +$1.47K | 0.07% | 93 |
|
|
2021
Q2 | $183K | Buy |
2,475
+170
| +7% | +$12.6K | 0.07% | 91 |
|
|
2021
Q1 | $160K | Buy |
+2,305
| New | +$160K | 0.06% | 90 |
|