MOSELEY INVESTMENT MANAGEMENT INC quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-12-31 to 2026-03-31, MOSELEY INVESTMENT MANAGEMENT INC opened 2 positions, added to 26, reduced 13, sold out of 3 and left 7 unchanged. The largest increase in value was FDL (+$3,942,104); the largest decrease was VGT (-$267,928).
- SCHD: Country of operation —; Class US DIVIDEND EQ; Shares 2025-12-31 0; Shares 2026-03-31 6,978.
- BSV: Country of operation —; Class SHORT TRM BOND; Shares 2025-12-31 0; Shares 2026-03-31 2,703.
Two Form 13F-HR filings compared (SEC CIK 906396): 2025-12-31 (filed 2026-01-20) and 2026-03-31 (filed 2026-04-21). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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