SPA
Sentinel Pension Advisors’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 | $1.82M | Sell |
19,389
-41,054
| -68% | -$3.85M | 0.31% | 40 |
|
|
2025
Q1 | $5.32M | Sell |
60,443
-863
| -1% | -$75.9K | 0.98% | 18 |
|
|
2024
Q4 | $5.68M | Buy |
61,306
+3,558
| +6% | +$330K | 1.05% | 16 |
|
|
2024
Q3 | $5.6M | Buy |
57,748
+1,638
| +3% | +$159K | 1.08% | 19 |
|
|
2024
Q2 | $4.86M | Buy |
56,110
+1,419
| +3% | +$123K | 1.01% | 20 |
|
|
2024
Q1 | $4.92M | Buy |
54,691
+5,000
| +10% | +$449K | 1.05% | 19 |
|
|
2023
Q4 | $4.22M | Buy |
49,691
+442
| +0.9% | +$37.5K | 1% | 20 |
|
|
2023
Q3 | $3.74M | Sell |
49,249
-2,407
| -5% | -$183K | 0.91% | 19 |
|
|
2023
Q2 | $4.12M | Sell |
51,656
-107
| -0.2% | -$8.54K | 1% | 19 |
|
|
2023
Q1 | $3.75M | Sell |
51,763
-2,112
| -4% | -$153K | 0.95% | 20 |
|
|
2022
Q4 | $3.5M | Buy |
53,875
+1,558
| +3% | +$101K | 1.1% | 19 |
|
|
2022
Q3 | $3.14M | Buy |
52,317
+1,402
| +3% | +$84.1K | 1.09% | 18 |
|
|
2022
Q2 | $3.25M | Sell |
50,915
-35,254
| -41% | -$2.25M | 1.09% | 18 |
|
|
2022
Q1 | $6.44M | Buy |
86,169
+1,359
| +2% | +$102K | 2.18% | 15 |
|
|
2021
Q4 | $6.46M | Buy |
84,810
+4,320
| +5% | +$329K | 2.03% | 12 |
|
|
2021
Q3 | $5.9M | Buy |
80,490
+5,486
| +7% | +$402K | 2.01% | 13 |
|
|
2021
Q2 | $5.56M | Buy |
+75,004
| New | +$5.56M | 1.95% | 13 |
|