PGAM
Princeton Global Asset Management’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 | $509K | Sell |
5,428
-1,035
| -16% | -$97.1K | 0.09% | 122 |
|
|
2025
Q1 | $569K | Sell |
6,463
-75
| -1% | -$6.6K | 0.11% | 122 |
|
|
2024
Q4 | $606K | Buy |
6,538
+13
| +0.2% | +$1.21K | 0.11% | 121 |
|
|
2024
Q3 | $633K | Sell |
6,525
-275
| -4% | -$26.7K | 0.12% | 115 |
|
|
2024
Q2 | $589K | Sell |
6,800
-15
| -0.2% | -$1.3K | 0.13% | 100 |
|
|
2024
Q1 | $613K | Buy |
6,815
+1,330
| +24% | +$120K | 0.15% | 99 |
|
|
2023
Q4 | $466K | Buy |
5,485
+3,301
| +151% | +$280K | 0.12% | 108 |
|
|
2023
Q3 | $166K | Hold |
2,184
| – | – | 0.05% | 169 |
|
|
2023
Q2 | $174K | Sell |
2,184
-25
| -1% | -$2K | 0.05% | 170 |
|
|
2023
Q1 | $163K | Hold |
2,209
| – | – | 0.05% | 177 |
|
|
2022
Q4 | $143K | Buy |
2,209
+2
| +0.1% | +$129 | 0.05% | 165 |
|
|
2022
Q3 | $132K | Buy |
+2,207
| New | +$132K | 0.05% | 169 |
|