SFG
Sovereign Financial 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 | $812K | Sell |
8,659
-471
| -5% | -$44.2K | 0.17% | 116 |
|
|
2025
Q1 | $803K | Buy |
9,130
+723
| +9% | +$63.6K | 0.19% | 105 |
|
|
2024
Q4 | $780K | Buy |
8,407
+247
| +3% | +$22.9K | 0.18% | 114 |
|
|
2024
Q3 | $791K | Sell |
8,160
-257
| -3% | -$24.9K | 0.18% | 108 |
|
|
2024
Q2 | $729K | Buy |
8,417
+1,220
| +17% | +$106K | 0.18% | 112 |
|
|
2024
Q1 | $647K | Buy |
7,197
+1,935
| +37% | +$174K | 0.17% | 120 |
|
|
2023
Q4 | $447K | Buy |
+5,262
| New | +$447K | 0.14% | 149 |
|