Minich Mac Gregor Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History

Minich Mac Gregor Wealth Management, LLC

  • $439 Million
  • Q2 2025

A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 41,510 shares of MOAT stock, worth $3.56 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
41,510
Previous 186,455 77.74%
Holding current value
$3.56 Million
Previous $16 Million 77.74%
% of portfolio
0.81%
Previous 3.82%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
N/A
-144,945 Reduced 77.74%
41,510 $3.56 Million
Q1 2025

Apr 22, 2025
SELL
N/A
-83,702 Reduced 30.98%
186,455 $16 Million
Q4 2024

Jan 17, 2025
BUY
N/A
7,965 Added 3.04%
270,157 $23.2 Million
Q3 2024

Oct 30, 2024
SELL
$85.84 - $85.84 $1.04 Million - $1.04 Million
-12,143 Reduced 4.43%
262,192 $22.5 Million
Q2 2024

Jul 25, 2024
BUY
$83.97 - $89.72 $2.56 Million - $2.73 Million
30,429 Added 12.48%
274,335 $23.8 Million
Q1 2024

Apr 16, 2024
BUY
$82.58 - $89.9 $2.2 Million - $2.39 Million
26,596 Added 12.24%
243,906 $21.9 Million
Q4 2023

Feb 08, 2024
BUY
$70.71 - $85.3 $15.4 Million - $18.5 Million
217,310 New
217,310 $18.4 Million
Q3 2020

Oct 14, 2020
SELL
N/A
-25,096 Closed
0 $0
Q2 2020

Aug 05, 2020
BUY
N/A
25,096 New
25,096 $1.31 Million

Others Institutions Holding MOAT

# of Institutions
755
Shares Held
89.5M
Call Options Held
20.9K
Put Options Held
0
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
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