A detailed history of J.W. Cole Advisors, Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 20,523 shares of MOAT stock, worth $1.76 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
20,523
Previous 19,883 3.22%
Holding current value
$1.76 Million
Previous $1.69 Million 9.37%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Apr 30, 2024

BUY
$82.58 - $89.9 $52,851 - $57,536
640 Added 3.22%
20,523 $1.85 Million
Q4 2023

Jan 31, 2024

BUY
$70.71 - $85.3 $240,413 - $290,020
3,400 Added 20.63%
19,883 $1.69 Million
Q3 2023

Oct 24, 2023

BUY
$74.88 - $83.28 $277,056 - $308,136
3,700 Added 28.94%
16,483 $1.25 Million
Q2 2023

Jul 27, 2023

SELL
$72.17 - $80.16 $20,351 - $22,605
-282 Reduced 2.16%
12,783 $1.02 Million
Q1 2023

May 03, 2023

SELL
$65.24 - $76.13 $58,259 - $67,984
-893 Reduced 6.4%
13,065 $964,000
Q4 2022

Feb 14, 2023

BUY
$60.7 - $69.78 $56,026 - $64,406
923 Added 7.08%
13,958 $906,000
Q2 2022

Jul 27, 2022

SELL
N/A
-780 Reduced 5.65%
13,035 $831,000
Q1 2022

Jun 10, 2022

SELL
N/A
-303,477 Reduced 95.65%
13,815 $1.03 Million
Q1 2022

May 16, 2022

BUY
N/A
303,941 Added 2276.54%
317,292 $728,000
Q4 2021

Jan 25, 2022

BUY
N/A
13,351 New
13,351 $1.02 Million
Q3 2021

Oct 26, 2021

SELL
N/A
-10,362 Closed
0 $0
Q2 2021

Aug 06, 2021

BUY
N/A
2,127 Added 25.83%
10,362 $767,000
Q1 2021

Apr 28, 2021

SELL
N/A
-250 Reduced 2.95%
8,235 $571,000
Q4 2020

Feb 12, 2021

SELL
N/A
-2,201 Reduced 20.6%
8,485 $526,000
Q3 2020

Nov 05, 2020

BUY
N/A
10,686 New
10,686 $583,000
Q1 2020

May 07, 2020

SELL
N/A
-6,876 Closed
0 $0
Q4 2019

Jan 23, 2020

BUY
N/A
6,876 New
6,876 $377,000

Others Institutions Holding MOAT

About VANECK MORNINGSTAR WIDE MOAT E


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