CPIA
Cornell Pochily Investment 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 | $2.32M | Sell |
24,702
-850
| -3% | -$79.7K | 0.76% | 37 |
|
|
2025
Q1 | $2.25M | Buy |
25,552
+252
| +1% | +$22.2K | 0.79% | 38 |
|
|
2024
Q4 | $2.35M | Buy |
25,300
+130
| +0.5% | +$12.1K | 0.82% | 33 |
|
|
2024
Q3 | $2.44M | Buy |
25,170
+429
| +2% | +$41.6K | 0.85% | 31 |
|
|
2024
Q2 | $2.14M | Sell |
24,741
-24
| -0.1% | -$2.08K | 0.81% | 34 |
|
|
2024
Q1 | $2.23M | Buy |
24,765
+1,599
| +7% | +$144K | 0.88% | 28 |
|
|
2023
Q4 | $1.97M | Buy |
23,166
+823
| +4% | +$69.9K | 0.81% | 31 |
|
|
2023
Q3 | $1.69M | Sell |
22,343
-24
| -0.1% | -$1.82K | 0.74% | 36 |
|
|
2023
Q2 | $1.78M | Buy |
22,367
+223
| +1% | +$17.8K | 0.73% | 36 |
|
|
2023
Q1 | $1.63M | Sell |
22,144
-121
| -0.5% | -$8.93K | 0.7% | 38 |
|
|
2022
Q4 | $1.45M | Buy |
22,265
+20
| +0.1% | +$1.3K | 0.65% | 42 |
|
|
2022
Q3 | $1.33M | Buy |
22,245
+562
| +3% | +$33.7K | 0.58% | 40 |
|
|
2022
Q2 | $1.38M | Sell |
21,683
-4,685
| -18% | -$299K | 0.62% | 48 |
|
|
2022
Q1 | $1.97M | Buy |
26,368
+5,530
| +27% | +$413K | 0.77% | 36 |
|
|
2021
Q4 | $1.59M | Buy |
20,838
+3,799
| +22% | +$289K | 0.62% | 45 |
|
|
2021
Q3 | $1.25M | Buy |
17,039
+1,441
| +9% | +$106K | 0.54% | 51 |
|
|
2021
Q2 | $1.16M | Buy |
15,598
+807
| +5% | +$59.8K | 0.51% | 54 |
|
|
2021
Q1 | $1.03M | Buy |
14,791
+659
| +5% | +$45.7K | 0.49% | 55 |
|
|
2020
Q4 | $876K | Buy |
14,132
+1,408
| +11% | +$87.3K | 0.42% | 64 |
|
|
2020
Q3 | $695K | Buy |
12,724
+1,713
| +16% | +$93.6K | 0.4% | 70 |
|
|
2020
Q2 | $575K | Buy |
11,011
+479
| +5% | +$25K | 0.36% | 77 |
|
|
2020
Q1 | $461K | Buy |
10,532
+3,275
| +45% | +$143K | 0.34% | 79 |
|
|
2019
Q4 | $398K | Buy |
7,257
+765
| +12% | +$42K | 0.24% | 98 |
|
|
2019
Q3 | $326K | Buy |
6,492
+1,912
| +42% | +$96K | 0.21% | 105 |
|
|
2019
Q2 | $220 | Buy |
+4,580
| New | +$220 | 0.06% | 139 |
|