PAMG
Patton Albertson Miller Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.52M | Sell |
58,862
-44,416
| -43% | -$4.17M | 0.73% | 42 |
|
|
2025
Q1 | $9.09M | Sell |
103,278
-16,296
| -14% | -$1.43M | 1.35% | 15 |
|
|
2024
Q4 | $11.1M | Sell |
119,574
-73,006
| -38% | -$6.77M | 1.48% | 13 |
|
|
2024
Q3 | $18.7M | Sell |
192,580
-8,067
| -4% | -$782K | 2.54% | 4 |
|
|
2024
Q2 | $17.4M | Buy |
200,647
+12,507
| +7% | +$1.08M | 2.47% | 4 |
|
|
2024
Q1 | $16.9M | Buy |
188,140
+55,906
| +42% | +$5.03M | 2.53% | 4 |
|
|
2023
Q4 | $11.2M | Buy |
132,234
+27,673
| +26% | +$2.35M | 1.87% | 6 |
|
|
2023
Q3 | $7.93M | Buy |
104,561
+42,440
| +68% | +$3.22M | 1.56% | 9 |
|
|
2023
Q2 | $4.96M | Buy |
+62,121
| New | +$4.96M | 0.96% | 31 |
|