SEC 13F Intelligence

Affinia Financial Group, LLC / MOAT

Affinia Financial Group, LLC’s Vaneck Etf Trust Position

Does Affinia Financial Group, LLC own Vaneck Etf Trust (MOAT)? Yes367.1K shares worth $30M (+20.81% of its 13F portfolio) as of Q2 2023, down from 371.2K shares the prior filed quarter.

Position Value
$30M
Q2 2023
Shares
367.1K
% of Portfolio
+20.81%
Quarters Held
13
currently held

Position History MOAT

Reported value by quarter
Q2 ’20: $10MQ2 ’20Q3 ’20: $11MQ4 ’20: $12MQ4 ’20Q1 ’21: $19MQ2 ’21: $20MQ2 ’21Q3 ’21: $21MQ4 ’21: $21MQ4 ’21Q1 ’22: $21MQ2 ’22: $19MQ2 ’22Q3 ’22: $24MQ4 ’22: $28MQ4 ’22Q1 ’23: $27MQ2 ’23: $30MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2023367.1K$30M+20.81%
Q1 2023371.2K$27M+20.25%
Q4 2022414.0K$28M+23.98%
Q3 2022409.6K$24M+27.46%
Q2 2022287.8K$19M+15.99%
Q1 2022283.8K$21M+16.06%
Q4 2021278.5K$21M+13.70%
Q3 2021271.3K$21M+13.28%
Q2 2021260.7K$20M+11.85%
Q1 2021257.1K$19M+11.66%
Q4 2020199.6K$12M+8.60%
Q3 2020196.3K$11M+7.54%
Q2 2020186.4K$10M+8.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Affinia Financial Group, LLC’s full portfolio or all institutional holders of MOAT.