EverSource Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
2,757
+2,737
| +13,685% | +$257K | 0.01% | 741 |
|
|
2025
Q1 | $1.8K | Hold |
20
| – | – | ﹤0.01% | 2971 |
|
|
2024
Q4 | $1.9K | Hold |
20
| – | – | ﹤0.01% | 2731 |
|
|
2024
Q3 | $1.96K | Hold |
20
| – | – | ﹤0.01% | 2559 |
|
|
2024
Q2 | $1.84K | Hold |
20
| – | – | ﹤0.01% | 2575 |
|
|
2024
Q1 | $1.72K | Sell |
20
-16
| -44% | -$1.38K | ﹤0.01% | 2432 |
|
|
2023
Q4 | $3.07K | Buy |
36
+20
| +125% | +$1.71K | ﹤0.01% | 2043 |
|
|
2023
Q3 | $1.21K | Hold |
16
| – | – | ﹤0.01% | 2147 |
|
|
2023
Q2 | $1.28K | Buy |
+16
| New | +$1.28K | ﹤0.01% | 2146 |
|