SIAP
Sterling Investment Advisors (Pennsylvania)’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 | $5.37M | Sell |
57,308
-8,002
| -12% | -$751K | 1.18% | 23 |
|
|
2025
Q1 | $5.75M | Sell |
65,310
-8,095
| -11% | -$712K | 1.38% | 23 |
|
|
2024
Q4 | $6.81M | Buy |
73,405
+4,080
| +6% | +$378K | 1.65% | 17 |
|
|
2024
Q3 | $6.72M | Sell |
69,325
-2,600
| -4% | -$252K | 1.7% | 18 |
|
|
2024
Q2 | $6.23M | Buy |
71,925
+3,230
| +5% | +$280K | 1.68% | 17 |
|
|
2024
Q1 | $6.18M | Buy |
68,695
+11,325
| +20% | +$1.02M | 1.74% | 18 |
|
|
2023
Q4 | $4.87M | Buy |
57,370
+47,232
| +466% | +$4.01M | 1.52% | 19 |
|
|
2023
Q3 | $769K | Buy |
+10,138
| New | +$769K | 0.27% | 82 |
|