Essex Savings Bank’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 | $268K | Hold |
2,861
| – | – | 0.06% | 237 |
|
|
2025
Q1 | $252K | Sell |
2,861
-15
| -0.5% | -$1.32K | 0.06% | 243 |
|
|
2024
Q4 | $267K | Sell |
2,876
-131
| -4% | -$12.1K | 0.07% | 224 |
|
|
2024
Q3 | $292K | Sell |
3,007
-114
| -4% | -$11.1K | 0.07% | 219 |
|
|
2024
Q2 | $270K | Sell |
3,121
-147
| -4% | -$12.7K | 0.07% | 213 |
|
|
2024
Q1 | $277K | Hold |
3,268
| – | – | 0.08% | 207 |
|
|
2023
Q4 | $277K | Sell |
3,268
-24
| -0.7% | -$2.04K | 0.08% | 206 |
|
|
2023
Q3 | $250K | Buy |
3,292
+365
| +12% | +$27.7K | 0.08% | 194 |
|
|
2023
Q2 | $234K | Buy |
+2,927
| New | +$234K | 0.08% | 205 |
|