PI
PFS Investments’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $18.3M | Sell |
229,333
-7,161
| -3% | -$571K | 0.3% | 92 |
|
|
2023
Q1 | $17.2M | Sell |
236,494
-8,802
| -4% | -$641K | 0.3% | 94 |
|
|
2022
Q4 | $15.9M | Buy |
245,296
+1,267
| +0.5% | +$82.2K | 0.3% | 85 |
|
|
2022
Q3 | $14.6K | Buy |
244,029
+1,079
| +0.4% | +$65 | 0.27% | 83 |
|
|
2022
Q2 | $15.5M | Buy |
242,950
+12,857
| +6% | +$819K | 0.31% | 90 |
|
|
2022
Q1 | $17.2M | Buy |
+230,093
| New | +$17.2M | 0.33% | 85 |
|