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

Defined Wealth Management, LLC

  • $135 Million
  • Q1 2024

A detailed history of Defined Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Defined Wealth Management, LLC holds 14,752 shares of MOAT stock, worth $1.27 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
14,752
Previous 14,855 0.69%
Holding current value
$1.27 Million
Previous $1.26 Million 5.24%
% of portfolio
0.98%
Previous 0.97%

Shares

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

Apr 15, 2024
SELL
$82.58 - $89.9 $8,505 - $9,259
-103 Reduced 0.69%
14,752 $1.33 Million
Q4 2023

Jan 09, 2024
SELL
$70.71 - $85.3 $2,828 - $3,412
-40 Reduced 0.27%
14,855 $1.26 Million
Q3 2023

Oct 24, 2023
SELL
$74.88 - $83.28 $2,246 - $2,498
-30 Reduced 0.2%
14,895 $1.13 Million
Q2 2023

Jul 28, 2023
BUY
$72.17 - $80.16 $67,623 - $75,109
937 Added 6.7%
14,925 $1.19 Million
Q1 2023

Apr 21, 2023
BUY
$65.24 - $76.13 $142,157 - $165,887
2,179 Added 18.45%
13,988 $1.03 Million
Q4 2022

Jan 23, 2023
SELL
$60.7 - $69.78 $86,254 - $99,157
-1,421 Reduced 10.74%
11,809 $0
Q3 2022

Oct 13, 2022
BUY
N/A
21 Added 0.16%
13,230 $794,000
Q2 2022

Jul 25, 2022
SELL
N/A
-70 Reduced 0.53%
13,209 $842,000
Q1 2022

Apr 18, 2022
SELL
N/A
-3,170 Reduced 19.27%
13,279 $992,000
Q4 2021

Jan 19, 2022
BUY
N/A
1,694 Added 11.48%
16,449 $1.25 Million
Q3 2021

Oct 21, 2021
BUY
N/A
1 Added 0.01%
14,755 $1.08 Million
Q2 2021

Jul 20, 2021
SELL
N/A
-751 Reduced 4.84%
14,754 $1.09 Million
Q1 2021

May 18, 2021
SELL
N/A
-4,100 Reduced 20.91%
15,505 $1.07 Million
Q4 2020

Mar 09, 2021
BUY
N/A
19,605 New
19,605 $1.22 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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