PWA
PCG Wealth Advisors’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 | $1.02M | Sell |
10,882
-429
| -4% | -$40.2K | 0.52% | 46 |
|
|
2025
Q1 | $995K | Sell |
11,311
-8,685
| -43% | -$764K | 0.35% | 72 |
|
|
2024
Q4 | $1.85M | Sell |
19,996
-6,332
| -24% | -$587K | 0.68% | 44 |
|
|
2024
Q3 | $2.55M | Sell |
26,328
-14,891
| -36% | -$1.44M | 0.98% | 34 |
|
|
2024
Q2 | $3.57M | Sell |
41,219
-27,986
| -40% | -$2.42M | 1.55% | 19 |
|
|
2024
Q1 | $6.22M | Buy |
69,205
+11,754
| +20% | +$1.06M | 2.96% | 7 |
|
|
2023
Q4 | $4.88M | Buy |
57,451
+53,063
| +1,209% | +$4.5M | 2.72% | 9 |
|
|
2023
Q3 | $333K | Buy |
+4,388
| New | +$333K | 0.22% | 73 |
|