Planned Solutions’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 | $28.5M | Buy |
303,887
+4,811
| +2% | +$451K | 10.84% | 1 |
|
|
2025
Q1 | $26.3M | Buy |
299,076
+6,955
| +2% | +$612K | 10.66% | 1 |
|
|
2024
Q4 | $27.1M | Sell |
292,121
-4,948
| -2% | -$459K | 10.93% | 1 |
|
|
2024
Q3 | $28.8M | Buy |
297,069
+2,310
| +0.8% | +$224K | 11.56% | 1 |
|
|
2024
Q2 | $25.5M | Sell |
294,759
-1,544
| -0.5% | -$134K | 12.36% | 1 |
|
|
2024
Q1 | $26.6M | Buy |
296,303
+1,628
| +0.6% | +$146K | 13.07% | 1 |
|
|
2023
Q4 | $25M | Sell |
294,675
-3,453
| -1% | -$293K | 11.7% | 1 |
|
|
2023
Q3 | $22.6M | Buy |
298,128
+6,488
| +2% | +$492K | 13.6% | 1 |
|
|
2023
Q2 | $23.3M | Buy |
291,640
+5,211
| +2% | +$416K | 13.75% | 1 |
|
|
2023
Q1 | $21.1M | Sell |
286,429
-17,934
| -6% | -$1.32M | 13.4% | 1 |
|
|
2022
Q4 | $19.8M | Buy |
304,363
+719
| +0.2% | +$46.7K | 14.47% | 1 |
|
|
2022
Q3 | $18.2M | Buy |
303,644
+5,900
| +2% | +$354K | 15.22% | 1 |
|
|
2022
Q2 | $19M | Buy |
297,744
+7,014
| +2% | +$447K | 17.73% | 1 |
|
|
2022
Q1 | $21.7M | Buy |
290,730
+4,739
| +2% | +$354K | 15.16% | 1 |
|
|
2021
Q4 | $21.8M | Buy |
+285,991
| New | +$21.8M | 14.56% | 1 |
|
|
2021
Q2 | $21.2M | Buy |
286,498
+1,713
| +0.6% | +$127K | 14.68% | 1 |
|
|
2021
Q1 | $19.7M | Sell |
284,785
-17,646
| -6% | -$1.22M | 15.41% | 1 |
|
|
2020
Q4 | $18.8M | Buy |
302,431
+7,104
| +2% | +$440K | 15.02% | 1 |
|
|
2020
Q3 | $16.1M | Buy |
+295,327
| New | +$16.1M | 15.75% | 1 |
|