A detailed history of Glassman Wealth Services transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Glassman Wealth Services holds 634 shares of MOAT stock, worth $54,422. This represents 0.01% of its overall portfolio holdings.

Number of Shares
634
Previous 634 -0.0%
Holding current value
$54,422
Previous $56,000 3.57%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024

SELL
$70.71 - $85.3 $36,981 - $44,611
-523 Reduced 45.2%
634 $53,000
Q3 2023

Nov 13, 2023

BUY
$74.88 - $83.28 $50,544 - $56,214
675 Added 140.04%
1,157 $87,000
Q4 2022

Feb 06, 2023

SELL
$60.7 - $69.78 $1,638 - $1,884
-27 Reduced 5.3%
482 $31,000
Q3 2022

Nov 09, 2022

BUY
N/A
27 Added 5.6%
509 $31,000
Q4 2020

Feb 04, 2021

BUY
N/A
482 New
482 $30,000
Q3 2019

Nov 01, 2019

SELL
N/A
-340 Closed
0 $0
Q2 2019

Aug 08, 2019

BUY
N/A
340 New
340 $16,000

Others Institutions Holding MOAT

About VANECK MORNINGSTAR WIDE MOAT E


  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
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