Etesian Wealth Advisors, Inc. Vaneck Morningstar Wide Moat E Transaction History

Etesian Wealth Advisors, Inc.

$221 Billion
Q3 2024

A detailed history of Etesian Wealth Advisors, Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Etesian Wealth Advisors, Inc. holds 120,898 shares of MOAT stock, worth $10.4 Million. This represents 5.31% of its overall portfolio holdings.

Number of Shares

120,898

Previous 75,791 59.51%

Holding current value

$10.4 Million

Previous $6.56 Billion 78.56%

% of portfolio

5.31%

Previous 3.69%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$85.84 - $85.84 $3.87 Million - $3.87 Million	45,107 Added 59.51%	120,898 $11.7 Billion
Q2 2024 Jul 25, 2024	BUY	$83.97 - $89.72 $942,143 - $1.01 Million	11,220 Added 17.38%	75,791 $6.56 Billion
Q1 2024 Apr 12, 2024	BUY	$82.58 - $89.9 $795,327 - $865,826	9,631 Added 17.53%	64,571 $5.8 Billion
Q4 2023 Jan 16, 2024	BUY	$70.71 - $85.3 $575,225 - $693,915	8,135 Added 17.38%	54,940 $4.69 Billion
Q4 2023 Jan 12, 2024	BUY	$70.71 - $85.3 $575,225 - $693,915	8,135 Added 17.38%	54,940 $4.69 Billion
Q3 2023 Jan 16, 2024	BUY	$74.88 - $83.28 $635,506 - $706,797	8,487 Added 22.15%	46,805 $3.55 Billion
Q3 2023 Oct 19, 2023	BUY	$74.88 - $83.28 $635,506 - $706,797	8,487 Added 22.15%	46,805 $3.55 Billion
Q2 2023 Jan 16, 2024	BUY	$72.17 - $80.16 $91,078 - $101,161	1,262 Added 3.41%	38,318 $3.06 Billion
Q2 2023 Oct 19, 2023	BUY	$72.17 - $80.16 $91,078 - $101,161	1,262 Added 3.41%	38,318 $3.06 Billion
Q1 2023 Jan 16, 2024	BUY	$65.24 - $76.13 $145,550 - $169,846	2,231 Added 6.41%	37,056 $2.74 Billion
Q1 2023 Oct 19, 2023	BUY	$65.24 - $76.13 $145,550 - $169,846	2,231 Added 6.41%	37,056 $2.74 Billion
Q4 2022 Jan 16, 2024	SELL	$60.7 - $69.78 $1.22 Million - $1.4 Million	-20,115 Reduced 36.61%	34,825 $2.26 Billion
Q4 2022 Oct 19, 2023	BUY	$60.7 - $69.78 $2.11 Million - $2.43 Million	34,825 New	34,825 $2.26 Billion

Others Institutions Holding MOAT

# of Institutions

699

Shares Held

98.3M

Call Options Held

31.5K

Put Options Held

7.5K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
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Etesian Wealth Advisors, Inc. Vaneck Morningstar Wide Moat E Transaction History