Ownership history in Plotkin Financial Advisors, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which Plotkin Financial Advisors, LLC reported a position in VANECK 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 | 27,377 | -83,827 | -75.4% | 1.38% | $2.8M | $103.56 |
| 2025 Q3 | REDUCED | 111,204 | -4,292 | -3.7% | 5.45% | $11.0M | $97.78 |
| 2025 Q2 | REDUCED | 115,496 | -2,064 | -1.8% | 5.98% | $10.8M | $92.54 |
| 2025 Q1 | ADDED | 117,560 | +2,079 | +1.8% | 6.36% | $10.3M | $86.82 |
| 2024 Q4 | INITIATED | 115,481 | — | — | 6.36% | $10.7M | $91.49 |
As of 2025 Q4 — sorted by position size