West Branch Capital’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
2022
Q1
Sell
-2,657
Closed -$202K 453
2021
Q4
$202K Buy
+2,657
New +$202K 0.09% 89
2021
Q3
Sell
-2,657
Closed -$197K 445
2021
Q2
$197K Buy
+2,657
New +$197K 0.1% 89