PALO ALTO WEALTH ADVISORS, LLC MOAT Holdings History
PALO ALTO WEALTH ADVISORS, LLC's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, PALO ALTO WEALTH ADVISORS, LLC held 144,992.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $13.18 Mil. This investment constitutes 5.14% of their stock portfolio, and PALO ALTO WEALTH ADVISORS, LLC now holds 0.1% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2022Q4. And since then PALO ALTO WEALTH ADVISORS, LLC has made 5 purchases of MOAT, at an average price of $66.88, for a total of 321,633.00 shares. In addition, there have been 4 sales at an average price of $92.00 for 176,641.00 shares. Based on historical transaction data and MOAT's current price of $96.10, PALO ALTO WEALTH ADVISORS, LLC's estimated gain on his MOAT holdings is $8.68 Mil, reflecting a 40.33% gain to date.
PALO ALTO WEALTH ADVISORS, LLC MOAT ($96.10) Holding Chart
PALO ALTO WEALTH ADVISORS, LLC MOAT ($96.10) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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