New England Private Wealth Advisors’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	$16.6M	Sell	172,083 -6,389	-4%	-$662K	1.92%	13
2025 Q4	$18.5M	Sell	178,472 -1,044	-0.6%	-$107K	2.3%	11
2025 Q3	$17.8M	Buy	179,516 +16,582	+10%	+$1.62M	2.34%	10
2025 Q2	$16M	Sell	162,934 -10,463	-6%	-$918K	2.34%	9
2025 Q1	$15.3M	Sell	173,397 -4,089	-2%	-$376K	2.36%	10
2024 Q4	$16.5M	Sell	177,486 -48,851	-22%	-$4.71M	2.61%	10
2024 Q3	$21.9M	Sell	226,337 -18,890	-8%	-$1.73M	3.54%	7
2024 Q2	$21.2M	Sell	245,227 -916	-0.4%	-$79.6K	3.71%	7
2024 Q1	$22.1M	Buy	246,143 +2,115	+0.9%	+$181K	3.88%	6
2023 Q4	$20.7M	Buy	244,028 +70,630	+41%	+$5.48M	3.82%	6
2023 Q3	$13.2M	Buy	173,398 +95,223	+122%	+$7.58M	2.74%	10
2023 Q2	$6.24M	Buy	+78,175	New	+$5.88M	1.26%	26