A detailed history of Journey Strategic Wealth LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 160,358 shares of MOAT stock, worth $13.8 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
160,358
Previous 164,899 2.75%
Holding current value
$13.8 Million
Previous $14.2 Million 2.75%
% of portfolio
0.49%
Previous 0.53%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025

SELL
N/A
-4,541 Reduced 2.75%
160,358 $13.8 Million
Q4 2024

Jan 24, 2025

BUY
N/A
21,303 Added 14.84%
164,899 $14.2 Million
Q3 2024

Nov 12, 2024

BUY
$85.84 - $85.84 $1.92 Million - $1.92 Million
22,332 Added 18.42%
143,596 $12.3 Million
Q2 2024

Aug 14, 2024

BUY
$83.97 - $89.72 $1.46 Million - $1.56 Million
17,409 Added 16.76%
121,264 $10.5 Million
Q1 2024

May 13, 2024

BUY
$82.58 - $89.9 $8.58 Million - $9.34 Million
103,855 New
103,855 $9.34 Million

Others Institutions Holding MOAT

About VANECK MORNINGSTAR WIDE MOAT E


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