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Professional Planning’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Professional Planning’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$1.67M Buy
22,837
+1,508
+7% +$114K 0.8% 23
2021
Q2 		$1.58M Buy
21,329
+1,391
+7% +$101K 0.73% 27
2021
Q1 		$1.38M Sell
19,938
-140
-0.7% -$9.23K 0.67% 30
2020
Q4 		$1.25M Sell
20,078
-564
-3% -$33.2K 0.5% 40
2020
Q3 		$1.13M Sell
20,642
-2,075
-9% -$113K 0.86% 25
2020
Q2 		$1.19M Sell
22,717
-1,526
-6% -$76K 0.63% 35
2020
Q1 		$1.06M Sell
24,243
-116
-0.5% -$5.96K 1.24% 22
2019
Q4 		$1.33M Buy
24,359
+1,761
+8% +$93.2K 1.16% 23
2019
Q3 		$1.13M Sell
22,598
-687
-3% -$33.7K 1.2% 20
2019
Q2 		$1.12M Buy
23,285
+905
+4% +$42.8K 1.32% 18
2019
Q1 		$1.04M Sell
22,380
-1,769
-7% -$80K 1.28% 18
2018
Q4 		$911K Buy
24,149
+5,882
+32% +$262K 1.24% 21
2018
Q3 		$854K Buy
18,267
+761
+4% +$34.7K 1.2% 18
2018
Q2 		$762K Sell
17,506
-208
-1% -$8.86K 1.2% 19
2018
Q1 		$735K Buy
17,714
+1,815
+11% +$78.8K 1.25% 19
2017
Q4 		$675K Buy
+15,899
New +$656K 1.23% 17

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Professional Planning's MOAT Position: Q3 2021 in Review

Professional Planning increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 7.1% in Q3 2021, buying an estimated $114K and bringing the position to 22,837 shares worth $1.67M. The position accounts for 0.8% of the portfolio, ranked #23.

Professional Planning first reported a position in MOAT in Q4 2017 and has held it in 16 quarters since. 308 funds tracked by Wall St. Rank hold MOAT as of Q3 2021.

  • Professional Planning held 22,837 shares of VanEck Morningstar Wide Moat ETF worth $1.67M as of Q3 2021.
  • Professional Planning bought 1,508 VanEck Morningstar Wide Moat ETF shares in Q3 2021, an estimated $114K.
  • VanEck Morningstar Wide Moat ETF made up 0.8% of Professional Planning's portfolio in Q3 2021, its #23 holding.
  • Professional Planning first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2017 and has held it in 16 quarters since.
  • 308 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.