Cape Investment Advisory, Inc. Vaneck Morningstar Wide Moat E Transaction History

Cape Investment Advisory, Inc.

$274 Billion
Q2 2025

A detailed history of Cape Investment Advisory, Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 737 shares of MOAT stock, worth $63,264. This represents 0.03% of its overall portfolio holdings.

Number of Shares

737

Previous 469 57.14%

Holding current value

$63,264

Previous $41.3 Million 67.48%

% of portfolio

0.03%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 19, 2025	BUY	N/A	268 Added 57.14%	737 $69.1 Million
Q1 2025 May 16, 2025	SELL	N/A	-29 Reduced 5.82%	469 $41.3 Million
Q3 2024 Nov 14, 2024	BUY	$85.84 - $85.84 $6,867 - $6,867	80 Added 19.14%	498 $48.3 Million
Q2 2024 Aug 14, 2024	SELL	$83.97 - $89.72 $8,648 - $9,241	-103 Reduced 19.77%	418 $36.2 Million
Q1 2024 Jun 21, 2024	BUY	$82.58 - $89.9 $4,294 - $4,674	52 Added 11.09%	521 $46.8 Million
Q4 2023 Feb 12, 2024	BUY	$70.71 - $85.3 $16,051 - $19,363	227 Added 93.8%	469 $39.8 Million
Q3 2023 Nov 06, 2023	SELL	$74.88 - $83.28 $74 - $83	-1 Reduced 0.41%	242 $18.4 Million
Q2 2023 Oct 12, 2023	BUY	$72.17 - $80.16 $1,587 - $1,763	22 Added 9.95%	243 $19.4 Million
Q1 2023 Oct 12, 2023	BUY	$65.24 - $76.13 $14,418 - $16,824	221 New	221 $16.3 Million

Others Institutions Holding MOAT

# of Institutions

754

Shares Held

88M

Call Options Held

20.9K

Put Options Held

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
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Cape Investment Advisory, Inc. Vaneck Morningstar Wide Moat E Transaction History