Paragon 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 | $4.88M | Buy |
52,012
+6,891
| +15% | +$646K | 1.27% | 21 |
|
|
2025
Q1 | $3.97M | Buy |
45,121
+5,263
| +13% | +$463K | 1.5% | 23 |
|
|
2024
Q4 | $3.7M | Buy |
39,858
+4,226
| +12% | +$392K | 1.27% | 26 |
|
|
2024
Q3 | $3.45M | Buy |
35,632
+1,491
| +4% | +$145K | 1.12% | 28 |
|
|
2024
Q2 | $2.96M | Buy |
34,141
+4,997
| +17% | +$433K | 1.08% | 33 |
|
|
2024
Q1 | $2.62M | Buy |
29,144
+11,392
| +64% | +$1.02M | 1.06% | 29 |
|
|
2023
Q4 | $1.51M | Sell |
17,752
-822
| -4% | -$69.8K | 0.64% | 41 |
|
|
2023
Q3 | $1.41M | Sell |
18,574
-8,929
| -32% | -$677K | 0.58% | 39 |
|
|
2023
Q2 | $2.19M | Sell |
27,503
-6,053
| -18% | -$483K | 0.71% | 40 |
|
|
2023
Q1 | $2.48M | Buy |
+33,556
| New | +$2.48M | 0.83% | 33 |
|