Laurel Wealth Planning LLC Vaneck Morningstar Wide Moat E Transaction History

Laurel Wealth Planning LLC

$145 Million
Q1 2025

A detailed history of Laurel Wealth Planning LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 70,793 shares of MOAT stock, worth $6.08 Million. This represents 4.19% of its overall portfolio holdings.

Number of Shares

70,793

Previous 85,999 17.68%

Holding current value

$6.08 Million

Previous $7.97 Million 23.8%

% of portfolio

4.19%

Previous 5.14%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	N/A	-15,206 Reduced 17.68%	70,793 $6.08 Million
Q4 2024 Feb 03, 2025	SELL	N/A	-9,229 Reduced 9.69%	85,999 $7.97 Million
Q3 2024 Oct 28, 2024	SELL	$85.84 - $85.84 $96,140 - $96,140	-1,120 Reduced 1.16%	95,228 $9.23 Million
Q2 2024 Jul 25, 2024	BUY	$83.97 - $89.72 $82,878 - $88,553	987 Added 1.04%	96,348 $8.35 Million
Q1 2024 Apr 22, 2024	SELL	$82.58 - $89.9 $126,099 - $137,277	-1,527 Reduced 1.58%	95,361 $8.57 Million
Q4 2023 Feb 09, 2024	SELL	$70.71 - $85.3 $86,054 - $103,810	-1,217 Reduced 1.24%	96,888 $8.22 Million
Q3 2023 Oct 27, 2023	BUY	$74.88 - $83.28 $731,502 - $813,562	9,769 Added 11.06%	98,105 $7.44 Million
Q2 2023 Jul 19, 2023	BUY	$72.17 - $80.16 $393,398 - $436,952	5,451 Added 6.58%	88,336 $7.05 Million
Q1 2023 Apr 18, 2023	BUY	$65.24 - $76.13 $504,827 - $589,093	7,738 Added 10.3%	82,885 $6.12 Million
Q4 2022 Feb 01, 2023	BUY	$60.7 - $69.78 $30,410 - $34,959	501 Added 0.67%	75,147 $4.88 Million
Q3 2022 Nov 02, 2022	SELL	N/A	-960 Reduced 1.27%	74,646 $4.48 Million
Q2 2022 Aug 09, 2022	BUY	N/A	20,657 Added 37.59%	75,606 $4.82 Million
Q1 2022 Apr 28, 2022	BUY	N/A	7,162 Added 14.99%	54,949 $4.11 Million
Q4 2021 Feb 01, 2022	BUY	N/A	9,847 Added 25.95%	47,787 $3.64 Million
Q3 2021 Nov 12, 2021	BUY	N/A	123 Added 0.33%	37,940 $2.78 Million
Q2 2021 Aug 09, 2021	SELL	N/A	-2,589 Reduced 6.41%	37,817 $2.8 Million
Q1 2021 May 06, 2021	SELL	N/A	-46 Reduced 0.11%	40,406 $2.8 Million
Q4 2020 Feb 08, 2021	BUY	N/A	40,452 New	40,452 $2.51 Million

Others Institutions Holding MOAT

# of Institutions

751

Shares Held

101M

Call Options Held

27.5K

Put Options Held

7.2K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
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Laurel Wealth Planning LLC Vaneck Morningstar Wide Moat E Transaction History