PIA
Perennial Investment 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 | $1.27M | Sell |
13,514
-681
| -5% | -$63.9K | 0.12% | 153 |
|
|
2025
Q1 | $1.25M | Buy |
14,195
+8,467
| +148% | +$745K | 0.14% | 134 |
|
|
2024
Q4 | $531K | Buy |
5,728
+364
| +7% | +$33.8K | 0.06% | 222 |
|
|
2024
Q3 | $520K | Buy |
5,364
+511
| +11% | +$49.5K | 0.07% | 206 |
|
|
2024
Q2 | $420K | Sell |
4,853
-219
| -4% | -$19K | 0.06% | 219 |
|
|
2024
Q1 | $456K | Buy |
5,072
+442
| +10% | +$39.7K | 0.07% | 195 |
|
|
2023
Q4 | $393K | Buy |
4,630
+56
| +1% | +$4.75K | 0.07% | 198 |
|
|
2023
Q3 | $347K | Buy |
4,574
+132
| +3% | +$10K | 0.06% | 212 |
|
|
2023
Q2 | $354K | Buy |
4,442
+1,320
| +42% | +$105K | 0.06% | 217 |
|
|
2023
Q1 | $230K | Buy |
+3,122
| New | +$230K | 0.04% | 283 |
|
|
2022
Q2 | – | Sell |
-4,884
| Closed | -$364K | – | 211 |
|
|
2022
Q1 | $364K | Buy |
4,884
+266
| +6% | +$19.8K | 0.12% | 145 |
|
|
2021
Q4 | $351K | Sell |
4,618
-212
| -4% | -$16.1K | 0.11% | 154 |
|
|
2021
Q3 | $354K | Buy |
4,830
+47
| +1% | +$3.45K | 0.13% | 148 |
|
|
2021
Q2 | $354K | Buy |
4,783
+40
| +0.8% | +$2.96K | 0.13% | 142 |
|
|
2021
Q1 | $329K | Hold |
4,743
| – | – | 0.13% | 135 |
|
|
2020
Q4 | $294K | Hold |
4,743
| – | – | 0.13% | 123 |
|
|
2020
Q3 | $259K | Hold |
4,743
| – | – | 0.13% | 120 |
|
|
2020
Q2 | $248K | Buy |
4,743
+125
| +3% | +$6.54K | 0.17% | 108 |
|
|
2020
Q1 | $202K | Hold |
4,618
| – | – | 0.18% | 111 |
|
|
2019
Q4 | $253K | Buy |
+4,618
| New | +$253K | 0.2% | 107 |
|