SPI
Santori & Peters Inc’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 | $4.61M | Sell |
49,106
-248
| -0.5% | -$23.3K | 1.67% | 9 |
|
|
2025
Q1 | $4.34M | Sell |
49,354
-1,014
| -2% | -$89.2K | 1.75% | 9 |
|
|
2024
Q4 | $4.67M | Buy |
50,368
+492
| +1% | +$45.6K | 1.79% | 9 |
|
|
2024
Q3 | $4.84M | Sell |
49,876
-857
| -2% | -$83.1K | 1.92% | 9 |
|
|
2024
Q2 | $4.39M | Sell |
50,733
-421
| -0.8% | -$36.5K | 1.88% | 10 |
|
|
2024
Q1 | $4.6M | Sell |
51,154
-785
| -2% | -$70.6K | 1.99% | 10 |
|
|
2023
Q4 | $4.41M | Buy |
51,939
+2,086
| +4% | +$177K | 2.1% | 10 |
|
|
2023
Q3 | $3.78M | Buy |
+49,853
| New | +$3.78M | 2.03% | 10 |
|