Panoramic Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.06M | Buy |
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|
2025
Q4 | $3.27M | Sell |
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|
2025
Q3 | $3.24M | Sell |
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|
2025
Q2 | $3.16M | Sell |
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|
2025
Q1 | $3.24M | Sell |
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|
2024
Q4 | $3.77M | Sell |
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|
2024
Q3 | $4.18M | Buy |
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|
2024
Q1 | $4.77M | Sell |
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|
2023
Q4 | $4.52M | Buy |
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|
2023
Q3 | $3.83M | Buy |
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|
2022
Q4 | $3.15M | Buy |
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