Planned Solutions’s VanEck Morningstar International Moat ETF MOTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Sell |
14,007
-473
| -3% | -$16.4K | 0.18% | 62 |
|
|
2025
Q1 | $482K | Hold |
14,480
| – | – | 0.2% | 57 |
|
|
2024
Q4 | $439K | Sell |
14,480
-8,018
| -36% | -$243K | 0.18% | 59 |
|
|
2024
Q3 | $788K | Sell |
22,498
-15,399
| -41% | -$540K | 0.32% | 33 |
|
|
2024
Q2 | $1.19M | Sell |
37,897
-249
| -0.7% | -$7.81K | 0.58% | 22 |
|
|
2024
Q1 | $1.19M | Buy |
38,146
+22
| +0.1% | +$685 | 0.58% | 22 |
|
|
2023
Q4 | $1.19M | Sell |
38,124
-2,745
| -7% | -$85.5K | 0.56% | 21 |
|
|
2023
Q3 | $1.22M | Buy |
40,869
+3,605
| +10% | +$108K | 0.73% | 18 |
|
|
2023
Q2 | $1.18M | Buy |
37,264
+2,651
| +8% | +$84.1K | 0.7% | 21 |
|
|
2023
Q1 | $1.11M | Buy |
34,613
+26,606
| +332% | +$851K | 0.7% | 21 |
|
|
2022
Q4 | $232K | Buy |
+8,007
| New | +$232K | 0.17% | 63 |
|