EverSource Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

EverSource Wealth Advisors’s Portfolio MOAT Stock Details MOAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$259K	Buy
2025 Q1	$1.8K	Hold
2024 Q4	$1.9K	Hold
2024 Q3	$1.96K	Hold
2024 Q2	$1.84K	Hold
2024 Q1	$1.72K	Sell
2023 Q4	$3.07K	Buy
2023 Q3	$1.21K	Hold
2023 Q2	$1.28K	Buy