A detailed history of Valmark Advisers, Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Valmark Advisers, Inc. holds 2,633 shares of MOAT stock, worth $226,016. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,633
Previous 2,721 3.23%
Holding current value
$226,016
Previous $235,000 3.83%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
$85.84 - $85.84 $7,553 - $7,553
-88 Reduced 3.23%
2,633 $226,000
Q2 2024

Jul 31, 2024

SELL
$83.97 - $89.72 $96,061 - $102,639
-1,144 Reduced 29.6%
2,721 $235,000
Q1 2024

May 03, 2024

BUY
$82.58 - $89.9 $79,524 - $86,573
963 Added 33.18%
3,865 $347,000
Q4 2023

Feb 02, 2024

BUY
$70.71 - $85.3 $13,717 - $16,548
194 Added 7.16%
2,902 $246,000
Q3 2023

Nov 07, 2023

BUY
$74.88 - $83.28 $4,642 - $5,163
62 Added 2.34%
2,708 $205,000
Q2 2023

Aug 02, 2023

BUY
$72.17 - $80.16 $190,961 - $212,103
2,646 New
2,646 $211,000
Q3 2022

Nov 02, 2022

SELL
N/A
-204 Reduced 5.34%
3,617 $217,000
Q2 2022

Aug 01, 2022

BUY
N/A
122 Added 3.3%
3,821 $244,000
Q1 2022

May 10, 2022

BUY
N/A
3,699 New
3,699 $276,000

Others Institutions Holding MOAT

About VANECK MORNINGSTAR WIDE MOAT E


  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
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