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 26,193 shares of MOAT stock, worth $2.25 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
26,193
Previous 27,765 5.66%
Holding current value
$2.25 Million
Previous $2.4 Million 6.49%
% of portfolio
0.06%
Previous 0.07%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$85.84 - $85.84 $134,940 - $134,940
-1,572 Reduced 5.66%
26,193 $2.25 Million
Q2 2024

Jul 16, 2024

SELL
$83.97 - $89.72 $2.51 Million - $2.68 Million
-29,857 Reduced 51.82%
27,765 $2.4 Million
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

About VANECK MORNINGSTAR WIDE MOAT E


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