Us Financial Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History

Us Financial Advisors, LLC

$289 Million
Q1 2024

A detailed history of Us Financial Advisors, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Us Financial Advisors, LLC holds 144,664 shares of MOAT stock, worth $12.4 Million. This represents 4.5% of its overall portfolio holdings.

Number of Shares

144,664

Previous 142,099 1.81%

Holding current value

$12.4 Million

Previous $12.1 Million 7.84%

% of portfolio

4.5%

Previous 4.49%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$82.58 - $89.9 $211,817 - $230,593	2,565 Added 1.81%	144,664 $13 Million
Q4 2023 Feb 07, 2024	BUY	$70.71 - $85.3 $293,941 - $354,592	4,157 Added 3.01%	142,099 $12.1 Million
Q3 2023 Nov 09, 2023	BUY	$74.88 - $83.28 $362,119 - $402,742	4,836 Added 3.63%	137,942 $10.5 Million
Q2 2023 Aug 09, 2023	SELL	$72.17 - $80.16 $531,099 - $589,897	-7,359 Reduced 5.24%	133,106 $10.6 Million
Q1 2023 May 04, 2023	BUY	$65.24 - $76.13 $313,021 - $365,271	4,798 Added 3.54%	140,465 $10.4 Million

Q4 2022 Jan 26, 2023	BUY	$60.7 - $69.78 $178,215 - $204,874	2,936 Added 2.21%	135,667 $0
Q3 2022 Oct 13, 2022	BUY	N/A	9,978 Added 8.13%	132,731 $7.96 Million
Q2 2022 Aug 15, 2022	BUY	N/A	1,968 Added 1.63%	122,753 $7.82 Million
Q1 2022 May 13, 2022	SELL	N/A	-27,870 Reduced 18.75%	120,785 $9.02 Million
Q4 2021 Feb 14, 2022	BUY	N/A	6,096 Added 4.28%	148,655 $11.3 Million
Q3 2021 Oct 26, 2021	BUY	N/A	1,405 Added 1.0%	142,559 $10.4 Million
Q2 2021 Aug 10, 2021	SELL	N/A	-51,059 Reduced 26.56%	141,154 $10.5 Million
Q1 2021 Apr 30, 2021	BUY	N/A	21,517 Added 12.61%	192,213 $13.3 Million
Q4 2020 Feb 18, 2021	BUY	N/A	170,696 New	170,696 $10.6 Million

Others Institutions Holding MOAT

# of Institutions

652

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
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Us Financial Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History