Palo Alto Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Sell |
127,530
-17,462
| -12% | -$1.64M | 4.52% | 6 |
|
|
2025
Q1 | $13.2M | Sell |
144,992
-161,682
| -53% | -$14.7M | 5.14% | 5 |
|
|
2024
Q4 | $28.4M | Sell |
306,674
-4,566
| -1% | -$423K | 9.98% | 3 |
|
|
2024
Q3 | $30.2M | Sell |
311,240
-6,531
| -2% | -$634K | 12.5% | 3 |
|
|
2024
Q2 | $27.5M | Sell |
317,771
-3,862
| -1% | -$334K | 19.02% | 1 |
|
|
2024
Q1 | $28.9M | Buy |
321,633
+16,615
| +5% | +$1.49M | 20.39% | 1 |
|
|
2023
Q4 | $25.9M | Buy |
305,018
+7,440
| +3% | +$631K | 19.57% | 1 |
|
|
2023
Q3 | $22.6M | Buy |
297,578
+11,648
| +4% | +$883K | 18.83% | 1 |
|
|
2023
Q2 | $22.8M | Buy |
285,930
+11,546
| +4% | +$921K | 18.21% | 1 |
|
|
2023
Q1 | $20.3M | Buy |
274,384
+14,661
| +6% | +$1.08M | 16.23% | 1 |
|
|
2022
Q4 | $16.9M | Buy |
+259,723
| New | +$16.9M | 14.37% | 1 |
|