Philip James Wealth Mangement, LLC Vaneck Morningstar Wide Moat E Transaction History

Philip James Wealth Mangement, LLC

$822 Billion
Q1 2025

A detailed history of Philip James Wealth Mangement, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 166,987 shares of MOAT stock, worth $14.3 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares

166,987

Previous 167,036 0.03%

Holding current value

$14.3 Million

Previous $15.5 Billion 5.12%

% of portfolio

1.79%

Previous 2.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	N/A	-49 Reduced 0.03%	166,987 $14.7 Billion
Q4 2024 Jan 31, 2025	BUY	N/A	3,761 Added 2.3%	167,036 $15.5 Billion
Q3 2024 Oct 31, 2024	BUY	$85.84 - $85.84 $196,831 - $196,831	2,293 Added 1.42%	163,275 $15.8 Billion
Q2 2024 Jul 23, 2024	BUY	$83.97 - $89.72 $1.86 Million - $1.98 Million	22,113 Added 15.92%	160,982 $13.9 Billion
Q1 2024 Apr 29, 2024	BUY	$82.58 - $89.9 $548,744 - $597,385	6,645 Added 5.03%	138,869 $12.5 Billion
Q4 2023 Jan 29, 2024	BUY	$70.71 - $85.3 $9.35 Million - $11.3 Million	132,224 New	132,224 $11.2 Billion

Others Institutions Holding MOAT

# of Institutions

750

Shares Held

103M

Call Options Held

27.5K

Put Options Held

7.2K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
Industry ETFs

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Philip James Wealth Mangement, LLC Vaneck Morningstar Wide Moat E Transaction History