Ownership history in Planned Solutions, Inc. · 20 quarters on record
This page tracks every 13F SEC filing in which Planned Solutions, Inc. reported a position in VANECK VECTORS MORNINGSTAR WIDE MOAT ETF (MOAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 291,739 | -6,945 | -2.3% | 9.69% | $30.2M | $103.56 |
| 2025 Q3 | REDUCED | 298,684 | -5,203 | -1.7% | 10.18% | $29.6M | $97.78 |
| 2025 Q2 | ADDED | 303,887 | +4,811 | +1.6% | 10.84% | $28.5M | $92.54 |
| 2025 Q1 | ADDED | 299,076 | +6,955 | +2.4% | 10.66% | $26.3M | $86.82 |
| 2024 Q4 | REDUCED | 292,121 | -4,948 | -1.7% | 10.93% | $27.1M | $91.49 |
| 2024 Q3 | ADDED | 297,069 | +2,310 | +0.8% | 11.56% | $28.8M | $94.37 |
| 2024 Q2 | REDUCED | 294,759 | -1,544 | -0.5% | 12.36% | $25.5M | $84.31 |
| 2024 Q1 | REDUCED | 296,303 | -1,825 | -0.6% | 13.07% | $26.6M | $87.51 |
| 2023 Q4 | ADDED | 298,128 | +6,488 | +2.2% | 13.60% | $22.6M | $82.62 |
| 2023 Q2 | ADDED | 291,640 | +5,211 | +1.8% | 13.75% | $23.3M | $77.00 |
As of 2025 Q4 — sorted by position size