SFPG
Stonebridge Financial 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 | $3.97M | Sell |
42,334
-2,194
| -5% | -$206K | 1.66% | 10 |
|
|
2025
Q1 | $3.92M | Buy |
44,528
+6,093
| +16% | +$536K | 1.79% | 8 |
|
|
2024
Q4 | $3.56M | Buy |
38,435
+5,341
| +16% | +$495K | 1.59% | 12 |
|
|
2024
Q3 | $3.21M | Buy |
33,094
+7,725
| +30% | +$749K | 1.53% | 13 |
|
|
2024
Q2 | $2.2M | Buy |
25,369
+13,280
| +110% | +$1.15M | 1.1% | 24 |
|
|
2024
Q1 | $1.09M | Buy |
12,089
+3,480
| +40% | +$313K | 0.57% | 48 |
|
|
2023
Q4 | $731K | Buy |
8,609
+5,184
| +151% | +$440K | 0.42% | 66 |
|
|
2023
Q3 | $260K | Buy |
+3,425
| New | +$260K | 0.17% | 124 |
|