Acorn Wealth Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History

Acorn Wealth Advisors, LLC

$194 Million
Q2 2024

A detailed history of Acorn Wealth Advisors, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 86,466 shares of MOAT stock, worth $7.42 Million. This represents 3.87% of its overall portfolio holdings.

Number of Shares

86,466

Previous 72,692 18.95%

Holding current value

$7.42 Million

Previous $6.54 Million 14.58%

% of portfolio

3.87%

Previous 3.54%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$83.97 - $89.72 $1.16 Million - $1.24 Million	13,774 Added 18.95%	86,466 $7.49 Million
Q1 2024 Apr 26, 2024	BUY	$82.58 - $89.9 $728,685 - $793,277	8,824 Added 13.82%	72,692 $6.54 Million
Q4 2023 Feb 07, 2024	BUY	$70.71 - $85.3 $295,709 - $356,724	4,182 Added 7.01%	63,868 $5.42 Million
Q3 2023 Nov 07, 2023	BUY	$74.88 - $83.28 $524,534 - $583,376	7,005 Added 13.3%	59,686 $4.53 Million
Q2 2023 Aug 02, 2023	SELL	$72.17 - $80.16 $12,196 - $13,547	-169 Reduced 0.32%	52,681 $4.2 Million
Q1 2023 May 09, 2023	SELL	$65.24 - $76.13 $37,643 - $43,927	-577 Reduced 1.08%	52,850 $3.9 Million
Q4 2022 Feb 10, 2023	BUY	$60.7 - $69.78 $46,981 - $54,009	774 Added 1.47%	53,427 $3.47 Million
Q3 2022 Nov 09, 2022	BUY	N/A	198 Added 0.38%	52,653 $3.16 Million
Q2 2022 Aug 08, 2022	BUY	N/A	3,295 Added 6.7%	52,455 $3.34 Million
Q1 2022 May 03, 2022	BUY	N/A	787 Added 1.63%	49,160 $3.67 Million
Q4 2021 Feb 14, 2022	BUY	N/A	1,512 Added 3.23%	48,373 $3.68 Million
Q3 2021 Nov 12, 2021	BUY	N/A	771 Added 1.67%	46,861 $3.43 Million
Q2 2021 Aug 16, 2021	BUY	N/A	2,916 Added 6.75%	46,090 $3.41 Million
Q1 2021 May 14, 2021	BUY	N/A	8,500 Added 24.51%	43,174 $2.99 Million
Q4 2020 Feb 16, 2021	BUY	N/A	10,320 Added 42.37%	34,674 $2.15 Million
Q3 2020 Nov 04, 2020	BUY	N/A	2,119 Added 9.53%	24,354 $1.33 Million
Q2 2020 Aug 19, 2020	BUY	N/A	8,346 Added 60.09%	22,235 $1.16 Million
Q1 2020 May 13, 2020	BUY	N/A	835 Added 6.4%	13,889 $610,000
Q4 2019 Feb 07, 2020	BUY	N/A	168 Added 1.3%	13,054 $720,000
Q3 2019 Nov 21, 2019	BUY	N/A	1,146 Added 9.76%	12,886 $687,000
Q2 2019 Aug 14, 2019	BUY	N/A	1,096 Added 10.3%	11,740 $569,000
Q1 2019 May 08, 2019	BUY	N/A	570 Added 5.66%	10,644 $512,000
Q4 2018 Feb 04, 2019	BUY	N/A	177 Added 1.79%	10,074 $428,000
Q3 2018 Nov 13, 2018	BUY	N/A	741 Added 8.09%	9,897 $442,000
Q2 2018 Aug 10, 2018	BUY	N/A	1,532 Added 20.09%	9,156 $399,000
Q1 2018 May 14, 2018	BUY	N/A	6,383 Added 514.34%	7,624 $324,000
Q4 2017 Feb 14, 2018	BUY	N/A	1,241	1,241 $54,000

Others Institutions Holding MOAT

# of Institutions

681

Shares Held

96.6M

Call Options Held

29.5K

Put Options Held

5.4K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
Industry ETFs

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Acorn Wealth Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History