Ethos Financial Group, LLC Vaneck Morningstar Wide Moat E Transaction History

Ethos Financial Group, LLC

$1.01 Billion
Q2 2025

A detailed history of Ethos Financial Group, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Ethos Financial Group, LLC holds 222,102 shares of MOAT stock, worth $19.1 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares

222,102

Previous 238,063 6.7%

Holding current value

$19.1 Million

Previous $20.4 Million 6.7%

% of portfolio

1.9%

Previous 2.21%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	N/A	-15,961 Reduced 6.7%	222,102 $19.1 Million
Q4 2024 Feb 06, 2025	BUY	N/A	19,457 Added 8.9%	238,063 $20.4 Million
Q3 2024 Nov 07, 2024	BUY	$85.84 - $85.84 $1.72 Million - $1.72 Million	20,095 Added 10.12%	218,606 $18.8 Million
Q2 2024 Aug 12, 2024	BUY	$83.97 - $89.72 $753,966 - $805,595	8,979 Added 4.74%	198,511 $17.2 Million
Q1 2024 May 08, 2024	BUY	$82.58 - $89.9 $35,013 - $38,117	424 Added 0.22%	189,532 $17 Million
Q4 2023 Feb 07, 2024	BUY	$70.71 - $85.3 $2.97 Million - $3.58 Million	41,982 Added 28.53%	189,108 $16.1 Million
Q3 2023 Nov 13, 2023	BUY	$74.88 - $83.28 $7.56 Million - $8.4 Million	100,915 Added 218.38%	147,126 $11.2 Million
Q1 2023 Apr 20, 2023	BUY	$65.24 - $76.13 $87,747 - $102,394	1,345 Added 3.0%	46,211 $3.41 Million
Q4 2022 Feb 09, 2023	BUY	$60.7 - $69.78 $2.72 Million - $3.13 Million	44,866 New	44,866 $2.91 Billion

Others Institutions Holding MOAT

# of Institutions

756

Shares Held

92.1M

Call Options Held

37K

Put Options Held

9.4K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
Industry ETFs

More about MOAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ethos Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ethos Financial Group, LLC with notifications on news.

Account

Ethos Financial Group, LLC Vaneck Morningstar Wide Moat E Transaction History