Archford Capital Strategies, LLC Vaneck Morningstar Wide Moat E Transaction History

Archford Capital Strategies, LLC

  • $643 Million
  • Q4 2024

A detailed history of Archford Capital Strategies, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Archford Capital Strategies, LLC holds 121,783 shares of MOAT stock, worth $10.5 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares
121,783
Previous 133,296 8.64%
Holding current value
$10.5 Million
Previous $11.4 Million 8.64%
% of portfolio
1.62%
Previous 1.68%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
N/A
-11,513 Reduced 8.64%
121,783 $10.5 Million
Q3 2024

Oct 15, 2024
BUY
$85.84 - $85.84 $309,453 - $309,453
3,605 Added 2.78%
133,296 $11.4 Million
Q2 2024

Jul 17, 2024
BUY
$83.97 - $89.72 $496,346 - $530,334
5,911 Added 4.78%
129,691 $11.2 Million
Q1 2024

Apr 24, 2024
SELL
$82.58 - $89.9 $619,019 - $673,890
-7,496 Reduced 5.71%
123,780 $11.1 Million
Q4 2023

Jan 12, 2024
BUY
$70.71 - $85.3 $1.79 Million - $2.16 Million
25,373 Added 23.96%
131,276 $11.1 Million
Q3 2023

Oct 27, 2023
SELL
$74.88 - $83.28 $93,375 - $103,850
-1,247 Reduced 1.16%
105,903 $8.03 Million
Q2 2023

Aug 02, 2023
BUY
$72.17 - $80.16 $100,677 - $111,823
1,395 Added 1.32%
107,150 $8.55 Million
Q1 2023

Apr 18, 2023
BUY
$65.24 - $76.13 $417,340 - $487,003
6,397 Added 6.44%
105,755 $7.81 Million
Q4 2022

Jan 26, 2023
BUY
$60.7 - $69.78 $127,894 - $147,026
2,107 Added 2.17%
99,358 $0
Q3 2022

Oct 17, 2022
SELL
N/A
-944 Reduced 0.96%
97,251 $5.83 Million
Q2 2022

Jul 12, 2022
BUY
N/A
5,853 Added 6.34%
98,195 $6.26 Million
Q1 2022

Apr 18, 2022
BUY
N/A
6,008 Added 6.96%
92,342 $6.88 Million
Q4 2021

Jan 20, 2022
BUY
N/A
2,986 Added 3.58%
86,334 $6.57 Million
Q3 2021

Oct 14, 2021
BUY
N/A
6,011 Added 7.77%
83,348 $6.11 Million
Q2 2021

Jul 23, 2021
BUY
N/A
5,583 Added 7.78%
77,337 $5.73 Million
Q1 2021

Apr 26, 2021
BUY
N/A
6,410 Added 9.81%
71,754 $5.16 Million
Q4 2020

Jan 19, 2021
BUY
N/A
4,970 Added 8.23%
65,344 $4.18 Million
Q3 2020

Oct 19, 2020
BUY
N/A
9,498 Added 18.67%
60,374 $3.3 Million
Q2 2020

Jul 24, 2020
BUY
N/A
19,139 Added 60.31%
50,876 $2.66 Million
Q1 2020

Apr 29, 2020
BUY
N/A
31,737 New
31,737 $1.39 Million

About VANECK MORNINGSTAR WIDE MOAT E

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