Newbridge Financial Services Group, Inc. Vaneck Morningstar Wide Moat E Transaction History

Newbridge Financial Services Group, Inc.

$575 Million
Q2 2025

A detailed history of Newbridge Financial Services Group, Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Newbridge Financial Services Group, Inc. holds 15,256 shares of MOAT stock, worth $1.31 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

15,256

Previous 3,702 312.1%

Holding current value

$1.31 Million

Previous $317,000 312.93%

% of portfolio

0.23%

Previous 0.08%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 19, 2025	BUY	N/A	11,554 Added 312.1%	15,256 $1.31 Million
Q1 2025 May 15, 2025	SELL	N/A	-1,400 Reduced 27.44%	3,702 $317,000
Q4 2024 Jan 28, 2025	SELL	N/A	-95 Reduced 1.83%	5,102 $437,000
Q3 2024 Nov 12, 2024	SELL	$85.84 - $85.84 $230,480 - $230,480	-2,685 Reduced 34.06%	5,197 $446,000
Q2 2024 Sep 11, 2024	SELL	$83.97 - $89.72 $4,870 - $5,203	-58 Reduced 0.73%	7,882 $682,000
Q1 2024 Apr 24, 2024	SELL	$82.58 - $89.9 $21,470 - $23,374	-260 Reduced 3.17%	7,940 $713,000
Q4 2023 Mar 28, 2024	SELL	$70.71 - $85.3 $81,316 - $98,095	-1,150 Reduced 12.3%	8,200 $695,000
Q3 2023 Oct 17, 2023	SELL	$74.88 - $83.28 $28,454 - $31,646	-380 Reduced 3.91%	9,350 $709,000
Q2 2023 Jul 21, 2023	SELL	$72.17 - $80.16 $23,094 - $25,651	-320 Reduced 3.18%	9,730 $776,000
Q1 2023 Apr 18, 2023	SELL	$65.24 - $76.13 $17,614 - $20,555	-270 Reduced 2.62%	10,050 $741,000
Q4 2022 Jan 17, 2023	SELL	$60.7 - $69.78 $88,318 - $101,529	-1,455 Reduced 12.36%	10,320 $0
Q2 2022 Jul 15, 2022	BUY	N/A	325 Added 2.84%	11,775 $750,000
Q3 2021 Oct 27, 2021	BUY	N/A	1,230 Added 12.04%	11,450 $839,000
Q2 2021 Sep 07, 2021	BUY	N/A	2,815 Added 38.01%	10,220 $757,000
Q4 2020 Sep 07, 2021	BUY	N/A	315 Added 4.44%	7,405 $459,000
Q3 2020 Sep 07, 2021	BUY	N/A	7,090 New	7,090 $387,000

Others Institutions Holding MOAT

# of Institutions

754

Shares Held

88M

Call Options Held

20.9K

Put Options Held

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

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Newbridge Financial Services Group, Inc. Vaneck Morningstar Wide Moat E Transaction History