PFA
Plotkin Financial 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 | $10.8M | Sell |
115,496
-2,064
| -2% | -$194K | 5.98% | 4 |
|
|
2025
Q1 | $10.3M | Buy |
117,560
+2,079
| +2% | +$183K | 6.36% | 2 |
|
|
2024
Q4 | $10.7M | Buy |
115,481
+1,190
| +1% | +$110K | 6.36% | 2 |
|
|
2024
Q3 | $11.1M | Buy |
114,291
+2,967
| +3% | +$288K | 6.63% | 2 |
|
|
2024
Q2 | $9.64M | Buy |
111,324
+900
| +0.8% | +$77.9K | 6.2% | 3 |
|
|
2024
Q1 | $9.93M | Buy |
110,424
+30,252
| +38% | +$2.72M | 6.58% | 3 |
|
|
2023
Q4 | $6.8M | Buy |
80,172
+5,093
| +7% | +$432K | 5.17% | 3 |
|
|
2023
Q3 | $5.69M | Buy |
75,079
+11,674
| +18% | +$885K | 5.01% | 4 |
|
|
2023
Q2 | $5.06M | Buy |
63,405
+22,211
| +54% | +$1.77M | 4.21% | 8 |
|
|
2023
Q1 | $3.04M | Buy |
41,194
+7,537
| +22% | +$556K | 2.83% | 13 |
|
|
2022
Q4 | $2.18M | Buy |
33,657
+553
| +2% | +$35.9K | 2.22% | 17 |
|
|
2022
Q3 | $1.99M | Buy |
33,104
+3,960
| +14% | +$238K | 2.01% | 17 |
|
|
2022
Q2 | $1.86M | Buy |
29,144
+5,009
| +21% | +$319K | 1.77% | 17 |
|
|
2022
Q1 | $1.8M | Buy |
24,135
+12,758
| +112% | +$953K | 1.26% | 20 |
|
|
2021
Q4 | $866K | Buy |
+11,377
| New | +$866K | 0.55% | 31 |
|