A detailed history of Asset Dedication, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Asset Dedication, LLC holds 5,192 shares of MOAT stock, worth $445,681. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,192
Previous 5,156 0.7%
Holding current value
$445,681
Previous $463,000 3.02%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
$83.97 - $89.72 $3,022 - $3,229
36 Added 0.7%
5,192 $449,000
Q2 2022

Jul 19, 2022

BUY
N/A
750 Added 17.02%
5,156 $329,000
Q1 2022

Apr 21, 2022

BUY
N/A
317 Added 7.75%
4,406 $328,000
Q4 2021

Jan 21, 2022

BUY
N/A
1,500 Added 57.94%
4,089 $311,000
Q1 2021

May 03, 2021

SELL
N/A
-1,293 Reduced 33.31%
2,589 $179,000
Q3 2017

Oct 18, 2017

BUY
N/A
3,882
3,882 $157,000

Others Institutions Holding MOAT

About VANECK MORNINGSTAR WIDE MOAT E


  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
Track This Portfolio

Track Asset Dedication, LLC Portfolio

Follow Asset Dedication, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Asset Dedication, LLC with notifications on news.