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

Sfg Wealth Management, Llc.

$163 Million
Q1 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 34,286 shares of MOAT stock, worth $2.97 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares

34,286

Previous 49,300 30.45%

Holding current value

$2.97 Million

Previous $4.18 Million 26.34%

% of portfolio

1.89%

Previous 2.87%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

651

Shares Held

97.9M

Call Options Held

44K

Put Options Held

22.7K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
Industry ETFs

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