Planned Solutions, Inc. MOAT holdings history
VANECK MORNINGSTAR WIDE MOAT · CUSIP 92189F643 · CIK 1831332
As of 2026-06-30, Planned Solutions, Inc. reported 288.77K MOAT (shares), valued at $30.02M, or 8.64% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares decreased 0.93%; reported value increased 6.51%, and weight changed -0.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 8.64% | 288,767 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 9.30% | 291,485 | SEC filing ↗Filed Apr 9, 2026 |
| Q4 2025 | 9.77% | 291,739 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 10.27% | 298,684 | SEC filing ↗Filed Oct 23, 2025 |
| Q2 2025 | 10.95% | 303,887 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 10.80% | 299,076 | SEC filing ↗Filed Apr 9, 2025 |
| Q4 2024 | 11.08% | 292,121 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 11.72% | 297,069 | SEC filing ↗Filed Oct 9, 2024 |
| Q2 2024 | 12.54% | 294,759 | SEC filing ↗Filed Jul 24, 2024 |
| Q1 2024 | 13.07% | 296,303 | SEC filing ↗Filed Apr 26, 2024 |
| Q4 2023 | 11.70% | 294,675 | SEC filing ↗Filed Jan 18, 2024 |
| Q3 2023 | 13.60% | 298,128 | SEC filing ↗Filed Feb 7, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 13.60% | 298,128 | $22.61M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 7, 2024 |
| Q4 2023 | 11.70% | 294,675 | $25.01M | Shares decreased 1.16%; reported value increased 10.61%, and weight changed -1.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 18, 2024 |
| Q1 2024 | 13.07% | 296,303 | $26.64M | Shares increased 0.55%; reported value increased 6.51%, and weight changed +1.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 26, 2024 |
| Q2 2024 | 12.54% | 294,759 | $25.53M | Shares decreased 0.52%; reported value decreased 4.16%, and weight changed -0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2024 |
| Q3 2024 | 11.72% | 297,069 | $28.80M | Shares increased 0.78%; reported value increased 12.82%, and weight changed -0.82 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2024 |
| Q4 2024 | 11.08% | 292,121 | $27.09M | Shares decreased 1.67%; reported value decreased 5.95%, and weight changed -0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 10.80% | 299,076 | $26.32M | Shares increased 2.38%; reported value decreased 2.84%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2025 |
| Q2 2025 | 10.95% | 303,887 | $28.50M | Shares increased 1.61%; reported value increased 8.29%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 10.27% | 298,684 | $29.60M | Shares decreased 1.71%; reported value increased 3.86%, and weight changed -0.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2025 |
| Q4 2025 | 9.77% | 291,739 | $30.21M | Shares decreased 2.33%; reported value increased 2.06%, and weight changed -0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 9.30% | 291,485 | $28.19M | Shares decreased 0.09%; reported value decreased 6.71%, and weight changed -0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2026 |
| Q2 2026 | 8.64% | 288,767 | $30.02M | Shares decreased 0.93%; reported value increased 6.51%, and weight changed -0.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 13, 2026 |
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