Great Valley Advisor Group, Inc. Vaneck Morningstar Wide Moat E Transaction History

Great Valley Advisor Group, Inc.

$3.21 Billion
Q1 2024

A detailed history of Great Valley Advisor Group, Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 57,622 shares of MOAT stock, worth $4.95 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

57,622

Previous 58,820 2.04%

Holding current value

$4.95 Million

Previous $4.99 Million 3.77%

% of portfolio

0.16%

Previous 0.18%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$82.58 - $89.9 $98,930 - $107,700	-1,198 Reduced 2.04%	57,622 $5.18 Million
Q4 2023 Feb 05, 2024	SELL	$70.71 - $85.3 $1.19 Million - $1.43 Million	-16,766 Reduced 22.18%	58,820 $4.99 Million
Q3 2023 Nov 06, 2023	SELL	$74.88 - $83.28 $751,495 - $835,798	-10,036 Reduced 11.72%	75,586 $5.73 Million
Q2 2023 Aug 10, 2023	BUY	$72.17 - $80.16 $928,539 - $1.03 Million	12,866 Added 17.68%	85,622 $6.83 Million
Q1 2023 May 02, 2023	BUY	$65.24 - $76.13 $1.41 Million - $1.64 Million	21,558 Added 42.11%	72,756 $5.37 Million

Q4 2022 Jan 31, 2023	SELL	$60.7 - $69.78 $228,596 - $262,791	-3,766 Reduced 6.85%	51,198 $3.32 Million
Q3 2022 Oct 21, 2022	SELL	N/A	-43,116 Reduced 43.96%	54,964 $3.3 Million
Q2 2022 Jul 19, 2022	BUY	N/A	1,257 Added 1.3%	98,080 $6.25 Million
Q1 2022 Apr 20, 2022	BUY	N/A	2,069 Added 2.18%	96,823 $7.23 Million
Q4 2021 Feb 10, 2022	BUY	N/A	6,761 Added 7.68%	94,754 $7.21 Million
Q3 2021 Oct 14, 2021	BUY	N/A	3,113 Added 3.67%	87,993 $6.45 Million
Q2 2021 Jul 27, 2021	BUY	N/A	84,880 New	84,880 $6.29 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

Ticker MOAT
Sector ETFs
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Great Valley Advisor Group, Inc. Vaneck Morningstar Wide Moat E Transaction History