9258 Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History

9258 Wealth Management, LLC

  • $634 Million
  • Q1 2024

A detailed history of 9258 Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 23,714 shares of MOAT stock, worth $2.04 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
23,714
Previous 22,017 7.71%
Holding current value
$2.04 Million
Previous $1.87 Million 14.08%
% of portfolio
0.34%
Previous 0.33%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$82.58 - $89.9 $140,138 - $152,560
1,697 Added 7.71%
23,714 $2.13 Million
Q4 2023

Feb 06, 2024
BUY
$70.71 - $85.3 $68,235 - $82,314
965 Added 4.58%
22,017 $1.87 Million
Q3 2023

Nov 08, 2023
BUY
$74.88 - $83.28 $193,190 - $214,862
2,580 Added 13.97%
21,052 $1.6 Million
Q2 2023

Aug 08, 2023
BUY
$72.17 - $80.16 $14,578 - $16,192
202 Added 1.11%
18,472 $1.47 Million
Q1 2023

May 03, 2023
SELL
$65.24 - $76.13 $48,342 - $56,412
-741 Reduced 3.9%
18,270 $1.35 Million
Q4 2022

Feb 03, 2023
SELL
$60.7 - $69.78 $19,424 - $22,329
-320 Reduced 1.66%
19,011 $1.23 Million
Q3 2022

Nov 08, 2022
SELL
N/A
-2,916 Reduced 13.11%
19,331 $1.16 Million
Q2 2022

Aug 04, 2022
SELL
N/A
-3,492 Reduced 13.57%
22,247 $1.42 Million
Q1 2022

May 13, 2022
BUY
N/A
36 Added 0.14%
25,739 $1.92 Million
Q4 2021

Feb 11, 2022
BUY
N/A
8,103 Added 46.04%
25,703 $1.96 Million
Q3 2020

Nov 13, 2020
SELL
N/A
-500 Reduced 2.76%
17,600 $935,000
Q1 2020

May 05, 2020
SELL
N/A
-1,225 Reduced 6.34%
18,100 $881,000
Q4 2019

Feb 06, 2020
BUY
N/A
19,325 New
19,325 $1.06 Million

Others Institutions Holding MOAT

# of Institutions
652
Shares Held
97.9M
Call Options Held
44K
Put Options Held
22.7K
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
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