SEEDPG
S.E.E.D. Planning Group’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 | $13.5M | Sell |
144,028
-2,999
| -2% | -$281K | 4.24% | 4 |
|
|
2025
Q1 | $12.9M | Sell |
147,027
-24,241
| -14% | -$2.13M | 4.36% | 3 |
|
|
2024
Q4 | $15.9M | Buy |
171,268
+23,544
| +16% | +$2.18M | 5.3% | 2 |
|
|
2024
Q3 | $14.3M | Buy |
147,724
+45,277
| +44% | +$4.39M | 4.75% | 2 |
|
|
2024
Q2 | $8.87M | Buy |
102,447
+5,653
| +6% | +$490K | 3.23% | 9 |
|
|
2024
Q1 | $8.7M | Buy |
96,794
+27,491
| +40% | +$2.47M | 3.18% | 11 |
|
|
2023
Q4 | $5.88M | Sell |
69,303
-41,106
| -37% | -$3.49M | 2.37% | 17 |
|
|
2023
Q3 | $8.37M | Sell |
110,409
-26,832
| -20% | -$2.03M | 3.23% | 10 |
|
|
2023
Q2 | $11M | Buy |
137,241
+3,144
| +2% | +$251K | 3.84% | 5 |
|
|
2023
Q1 | $9.9M | Buy |
134,097
+9,678
| +8% | +$715K | 3.82% | 3 |
|
|
2022
Q4 | $8.08M | Buy |
124,419
+20,310
| +20% | +$1.32M | 3.5% | 5 |
|
|
2022
Q3 | $6.25M | Buy |
104,109
+19,532
| +23% | +$1.17M | 2.92% | 11 |
|
|
2022
Q2 | $5.39M | Buy |
84,577
+39,710
| +89% | +$2.53M | 2.44% | 20 |
|
|
2022
Q1 | $3.35M | Sell |
44,867
-52,996
| -54% | -$3.96M | 1.43% | 32 |
|
|
2021
Q4 | $7.45M | Sell |
97,863
-17,826
| -15% | -$1.36M | 3.23% | 7 |
|
|
2021
Q3 | $8.47M | Sell |
115,689
-6,159
| -5% | -$451K | 4% | 6 |
|
|
2021
Q2 | $9.02M | Buy |
121,848
+30,056
| +33% | +$2.23M | 4.44% | 6 |
|
|
2021
Q1 | $6.36M | Buy |
91,792
+15,745
| +21% | +$1.09M | 3.49% | 7 |
|
|
2020
Q4 | $4.72M | Sell |
76,047
-2,212
| -3% | -$137K | 2.83% | 8 |
|
|
2020
Q3 | $4.27M | Sell |
78,259
-9,599
| -11% | -$524K | 3.13% | 7 |
|
|
2020
Q2 | $4.59M | Sell |
87,858
-45,189
| -34% | -$2.36M | 3.59% | 7 |
|
|
2020
Q1 | $5.82M | Buy |
+133,047
| New | +$5.82M | 5.65% | 1 |
|