FPGK
Financial Partners Group (Kansas)’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 | $4.81M | Sell |
51,308
-1,081
| -2% | -$101K | 0.67% | 33 |
|
|
2025
Q1 | $4.61M | Sell |
52,389
-1,346
| -3% | -$118K | 0.71% | 37 |
|
|
2024
Q4 | $4.98M | Sell |
53,735
-1,705
| -3% | -$158K | 0.73% | 33 |
|
|
2024
Q3 | $5.37M | Sell |
55,440
-6,820
| -11% | -$661K | 0.8% | 30 |
|
|
2024
Q2 | $5.39M | Sell |
62,260
-4,840
| -7% | -$419K | 0.85% | 27 |
|
|
2024
Q1 | $6.03M | Buy |
67,100
+2,518
| +4% | +$226K | 0.96% | 27 |
|
|
2023
Q4 | $5.48M | Sell |
64,582
-620
| -1% | -$52.6K | 0.98% | 28 |
|
|
2023
Q3 | $4.81M | Buy |
65,202
+1,223
| +2% | +$90.3K | 0.99% | 28 |
|
|
2023
Q2 | $5.17M | Buy |
63,979
+5,520
| +9% | +$446K | 1.05% | 30 |
|
|
2023
Q1 | $4.32M | Buy |
58,459
+574
| +1% | +$42.4K | 0.96% | 29 |
|
|
2022
Q4 | $4.26M | Buy |
57,885
+490
| +0.9% | +$36.1K | 0.94% | 29 |
|
|
2022
Q3 | $3.44M | Sell |
57,395
-2,166
| -4% | -$130K | 0.91% | 27 |
|
|
2022
Q2 | $3.8M | Buy |
59,561
+663
| +1% | +$42.3K | 0.95% | 25 |
|
|
2022
Q1 | $4.4M | Buy |
58,898
+1,414
| +2% | +$106K | 0.95% | 25 |
|
|
2021
Q4 | $4.27M | Buy |
57,484
+3,028
| +6% | +$225K | 0.93% | 27 |
|
|
2021
Q3 | $3.99M | Buy |
54,456
+922
| +2% | +$67.5K | 0.94% | 33 |
|
|
2021
Q2 | $3.97M | Buy |
53,534
+529
| +1% | +$39.2K | 1.02% | 27 |
|
|
2021
Q1 | $3.67M | Buy |
53,005
+425
| +0.8% | +$29.4K | 1.04% | 26 |
|
|
2020
Q4 | $3.39M | Sell |
52,580
-5,275
| -9% | -$340K | 1.01% | 25 |
|
|
2020
Q3 | $3.16M | Sell |
57,855
-2,885
| -5% | -$157K | 1.08% | 24 |
|
|
2020
Q2 | $3.17M | Sell |
60,740
-6,483
| -10% | -$339K | 1.24% | 24 |
|
|
2020
Q1 | $2.81M | Buy |
67,223
+55,150
| +457% | +$2.31M | 1.74% | 16 |
|
|
2019
Q4 | $663K | Buy |
+12,073
| New | +$663K | 0.26% | 40 |
|