Sfg Wealth Management, Llc. Vaneck Morningstar Wide Moat E Transaction History

Sfg Wealth Management, Llc.

$181 Million
Q3 2024

A detailed history of Sfg Wealth Management, Llc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 34,386 shares of MOAT stock, worth $2.95 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares

34,386

Previous 34,432 0.13%

Holding current value

$2.95 Million

Previous $2.98 Million 1.04%

% of portfolio

1.63%

Previous 1.78%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$85.84 - $85.84 $3,948 - $3,948	-46 Reduced 0.13%	34,386 $2.95 Million
Q2 2024 Jul 19, 2024	BUY	$83.97 - $89.72 $12,259 - $13,099	146 Added 0.43%	34,432 $2.98 Million
Q1 2024 Apr 26, 2024	SELL	$82.58 - $89.9 $1.24 Million - $1.35 Million	-15,014 Reduced 30.45%	34,286 $3.08 Million
Q4 2023 Jan 19, 2024	BUY	$70.71 - $85.3 $983,717 - $1.19 Million	13,912 Added 39.31%	49,300 $4.18 Million
Q3 2023 Oct 19, 2023	BUY	$74.88 - $83.28 $1.18 Million - $1.31 Million	15,707 Added 79.81%	35,388 $2.68 Million
Q2 2023 Jul 14, 2023	BUY	$72.17 - $80.16 $1.21 Million - $1.35 Million	16,812 Added 585.99%	19,681 $1.57 Million
Q1 2023 Apr 11, 2023	BUY	$65.24 - $76.13 $187,173 - $218,416	2,869 New	2,869 $211,000
Q2 2022 Jul 13, 2022	SELL	N/A	-15,374 Closed	0 $0
Q1 2022 Apr 22, 2022	SELL	N/A	-17,703 Reduced 53.52%	15,374 $1.15 Million
Q4 2021 Feb 14, 2022	BUY	N/A	33,077 New	33,077 $2.52 Million

Others Institutions Holding MOAT

# of Institutions

699

Shares Held

98.3M

Call Options Held

31.5K

Put Options Held

7.5K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
Industry ETFs

More about MOAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sfg Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Sfg Wealth Management, Llc. with notifications on news.

Account

Sfg Wealth Management, Llc. Vaneck Morningstar Wide Moat E Transaction History