Panoramic Investment 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 | $3.16M | Sell |
33,650
-3,125
| -8% | -$293K | 1.94% | 12 |
|
|
2025
Q1 | $3.24M | Sell |
36,775
-3,886
| -10% | -$342K | 2.19% | 9 |
|
|
2024
Q4 | $3.77M | Sell |
40,661
-2,495
| -6% | -$231K | 2.46% | 8 |
|
|
2024
Q3 | $4.18M | Buy |
+43,156
| New | +$4.18M | 2.89% | 7 |
|
|
2024
Q1 | $4.77M | Sell |
53,017
-251
| -0.5% | -$22.6K | 3.51% | 7 |
|
|
2023
Q4 | $4.52M | Buy |
53,268
+2,808
| +6% | +$238K | 3.91% | 4 |
|
|
2023
Q3 | $3.83M | Buy |
+50,460
| New | +$3.83M | 3.52% | 6 |
|
|
2022
Q4 | $3.15M | Buy |
+48,473
| New | +$3.15M | 3.23% | 7 |
|