PSI Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.93M | Buy |
84,532
+44,031
| +109% | +$4.13M | 3.89% | 6 |
|
|
2025
Q1 | $3.56M | Sell |
40,501
-4,619
| -10% | -$406K | 1.16% | 21 |
|
|
2024
Q4 | $4.18M | Buy |
45,120
+4,855
| +12% | +$450K | 1.24% | 21 |
|
|
2024
Q3 | $3.9M | Buy |
40,265
+3,782
| +10% | +$367K | 1.14% | 22 |
|
|
2024
Q2 | $3.16M | Buy |
36,483
+25,177
| +223% | +$2.18M | 1% | 23 |
|
|
2024
Q1 | $1.02M | Buy |
11,306
+3,476
| +44% | +$312K | 0.37% | 49 |
|
|
2023
Q4 | $664K | Buy |
7,830
+498
| +7% | +$42.3K | 0.25% | 72 |
|
|
2023
Q3 | $556K | Buy |
7,332
+100
| +1% | +$7.58K | 0.24% | 71 |
|
|
2023
Q2 | $577K | Sell |
7,232
-43
| -0.6% | -$3.43K | 0.25% | 67 |
|
|
2023
Q1 | $537K | Buy |
7,275
+24
| +0.3% | +$1.77K | 0.26% | 65 |
|
|
2022
Q4 | $471K | Buy |
7,251
+65
| +0.9% | +$4.22K | 0.25% | 67 |
|
|
2022
Q3 | $431K | Buy |
7,186
+105
| +1% | +$6.3K | 0.23% | 79 |
|
|
2022
Q2 | $451K | Buy |
7,081
+403
| +6% | +$25.7K | 0.22% | 81 |
|
|
2022
Q1 | $499K | Buy |
6,678
+1,545
| +30% | +$115K | 0.21% | 91 |
|
|
2021
Q4 | $391K | Buy |
5,133
+652
| +15% | +$49.7K | 0.16% | 107 |
|
|
2021
Q3 | $328K | Buy |
4,481
+196
| +5% | +$14.3K | 0.15% | 108 |
|
|
2021
Q2 | $317K | Buy |
4,285
+70
| +2% | +$5.18K | 0.17% | 108 |
|
|
2021
Q1 | $292K | Buy |
4,215
+340
| +9% | +$23.6K | 0.17% | 106 |
|
|
2020
Q4 | $240K | Buy |
+3,875
| New | +$240K | 0.17% | 110 |
|
|
2020
Q1 | – | Sell |
-4,073
| Closed | -$223K | – | 400 |
|
|
2019
Q4 | $223K | Buy |
+4,073
| New | +$223K | 0.14% | 121 |
|