Rooted Wealth Advisors, Inc. Vaneck Morningstar Wide Moat E Transaction History

Rooted Wealth Advisors, Inc.

$239 Million
Q1 2025

A detailed history of Rooted Wealth Advisors, Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 40,698 shares of MOAT stock, worth $3.49 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

40,698

Previous 37,902 7.38%

Holding current value

$3.49 Million

Previous $3.51 Million 0.51%

% of portfolio

1.46%

Previous 1.37%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	N/A	2,796 Added 7.38%	40,698 $3.49 Million
Q4 2024 Jan 30, 2025	BUY	N/A	3,439 Added 9.98%	37,902 $3.51 Million
Q3 2024 Nov 12, 2024	SELL	$85.84 - $85.84 $2.89 Million - $2.89 Million	-33,620 Reduced 49.38%	34,463 $3.29 Million
Q2 2024 Jul 25, 2024	BUY	$83.97 - $89.72 $534,720 - $571,336	6,368 Added 10.32%	68,083 $6.03 Million
Q1 2024 Apr 17, 2024	BUY	$82.58 - $89.9 $186,795 - $203,353	2,262 Added 3.8%	61,715 $5.45 Million
Q4 2023 Feb 07, 2024	BUY	$70.71 - $85.3 $582,721 - $702,957	8,241 Added 16.09%	59,453 $5.02 Million
Q3 2023 Nov 21, 2023	BUY	$74.88 - $83.28 $3.06 Million - $3.4 Million	40,825 Added 393.04%	51,212 $3.97 Million
Q2 2023 Aug 03, 2023	BUY	$72.17 - $80.16 $749,629 - $832,621	10,387 New	10,387 $825,000

Others Institutions Holding MOAT

# of Institutions

761

Shares Held

96.9M

Call Options Held

37K

Put Options Held

9.4K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
Industry ETFs

More about MOAT

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Rooted Wealth Advisors, Inc. Vaneck Morningstar Wide Moat E Transaction History