Valley Financial Management, Inc. Vaneck Morningstar Wide Moat E Transaction History

Valley Financial Management, Inc.

  • $193 Billion
  • Q2 2023

A detailed history of Valley Financial Management, Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Valley Financial Management, Inc. holds 200,701 shares of MOAT stock, worth $17.2 Million. This represents 8.29% of its overall portfolio holdings.

Number of Shares
200,701
Previous 46,382 332.71%
Holding current value
$17.2 Million
Previous $3.42 Billion 367.64%
% of portfolio
8.29%
Previous 2.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
BUY
$72.17 - $80.16 $11.1 Million - $12.4 Million
154,319 Added 332.71%
200,701 $16 Billion
Q1 2023

May 15, 2023
BUY
$65.24 - $76.13 $3.03 Million - $3.53 Million
46,382 New
46,382 $3.42 Billion

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

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
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