NEPWA
New England Private 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 | $16M | Sell |
162,934
-10,463
| -6% | -$1.03M | 2.34% | 9 |
|
|
2025
Q1 | $15.3M | Sell |
173,397
-4,089
| -2% | -$360K | 2.36% | 10 |
|
|
2024
Q4 | $16.5M | Sell |
177,486
-48,851
| -22% | -$4.53M | 2.61% | 10 |
|
|
2024
Q3 | $21.9M | Sell |
226,337
-18,890
| -8% | -$1.83M | 3.54% | 7 |
|
|
2024
Q2 | $21.2M | Sell |
245,227
-916
| -0.4% | -$79.3K | 3.71% | 7 |
|
|
2024
Q1 | $22.1M | Buy |
246,143
+2,115
| +0.9% | +$190K | 3.88% | 6 |
|
|
2023
Q4 | $20.7M | Buy |
244,028
+70,630
| +41% | +$5.99M | 3.82% | 6 |
|
|
2023
Q3 | $13.2M | Buy |
173,398
+95,223
| +122% | +$7.22M | 2.74% | 10 |
|
|
2023
Q2 | $6.24M | Buy |
+78,175
| New | +$6.24M | 1.26% | 26 |
|