Sageworth Trust Company of South Dakota’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 | $439K | Hold |
4,679
| – | – | 0.48% | 34 |
|
|
2025
Q1 | $412K | Hold |
4,679
| – | – | 0.49% | 37 |
|
|
2024
Q4 | $434K | Hold |
4,679
| – | – | 0.55% | 33 |
|
|
2024
Q3 | $454K | Hold |
4,679
| – | – | 0.58% | 33 |
|
|
2024
Q2 | $405K | Hold |
4,679
| – | – | 0.6% | 32 |
|
|
2024
Q1 | $421K | Hold |
4,679
| – | – | 0.65% | 38 |
|
|
2023
Q4 | $397K | Hold |
4,679
| – | – | 0.75% | 33 |
|
|
2023
Q3 | $355K | Hold |
4,679
| – | – | 0.78% | 35 |
|
|
2023
Q2 | $373K | Hold |
4,679
| – | – | 0.93% | 28 |
|
|
2023
Q1 | $345K | Sell |
4,679
-311
| -6% | -$23K | 0.81% | 29 |
|
|
2022
Q4 | $324K | Hold |
4,990
| – | – | 0.73% | 29 |
|
|
2022
Q3 | $299K | Buy |
4,990
+2,164
| +77% | +$130K | 0.74% | 27 |
|
|
2022
Q2 | $180K | Hold |
2,826
| – | – | 0.37% | 35 |
|
|
2022
Q1 | $211K | Hold |
2,826
| – | – | 0.39% | 30 |
|
|
2021
Q4 | $215K | Buy |
+2,826
| New | +$215K | 0.33% | 32 |
|