Professional Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.67M | Buy |
22,837
+1,508
| +7% | +$110K | 0.8% | 23 |
|
|
2021
Q2 | $1.58M | Buy |
21,329
+1,391
| +7% | +$103K | 0.73% | 27 |
|
|
2021
Q1 | $1.38M | Sell |
19,938
-140
| -0.7% | -$9.7K | 0.67% | 30 |
|
|
2020
Q4 | $1.25M | Sell |
20,078
-564
| -3% | -$35K | 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% | -$79.7K | 0.63% | 35 |
|
|
2020
Q1 | $1.06M | Sell |
24,243
-116
| -0.5% | -$5.07K | 1.24% | 22 |
|
|
2019
Q4 | $1.33M | Buy |
24,359
+1,761
| +8% | +$96.4K | 1.16% | 23 |
|
|
2019
Q3 | $1.13M | Sell |
22,598
-687
| -3% | -$34.4K | 1.2% | 20 |
|
|
2019
Q2 | $1.12M | Buy |
23,285
+905
| +4% | +$43.5K | 1.32% | 18 |
|
|
2019
Q1 | $1.04M | Sell |
22,380
-1,769
| -7% | -$82.4K | 1.28% | 18 |
|
|
2018
Q4 | $911K | Buy |
24,149
+5,882
| +32% | +$222K | 1.24% | 21 |
|
|
2018
Q3 | $854K | Buy |
18,267
+761
| +4% | +$35.6K | 1.2% | 18 |
|
|
2018
Q2 | $762K | Sell |
17,506
-208
| -1% | -$9.05K | 1.2% | 19 |
|
|
2018
Q1 | $735K | Buy |
17,714
+1,815
| +11% | +$75.3K | 1.25% | 19 |
|
|
2017
Q4 | $675K | Buy |
+15,899
| New | +$675K | 1.23% | 17 |
|