Waddell & Associates, LLC Vaneck Morningstar Wide Moat E Transaction History

Waddell & Associates, LLC

  • $927 Million
  • Q2 2025

A detailed history of Waddell & Associates, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Waddell & Associates, LLC holds 2,531 shares of MOAT stock, worth $217,261. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,531
Previous 2,597 2.54%
Holding current value
$217,261
Previous $222,000 2.25%
% of portfolio
0.02%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
N/A
-66 Reduced 2.54%
2,531 $217,000
Q1 2025

May 07, 2025
BUY
N/A
59 Added 2.32%
2,597 $222,000
Q4 2024

May 14, 2025
SELL
N/A
-59 Reduced 2.27%
2,538 $217,000
Q3 2024

Nov 12, 2024
BUY
$85.84 - $85.84 $10,214 - $10,214
119 Added 4.92%
2,538 $217,000
Q2 2024

Aug 06, 2024
BUY
$83.97 - $89.72 $755 - $807
9 Added 0.37%
2,419 $209,000
Q1 2024

May 08, 2024
SELL
$82.58 - $89.9 $107,023 - $116,510
-1,296 Reduced 34.97%
2,410 $216,000
Q4 2023

Feb 14, 2024
SELL
$70.71 - $85.3 $6,151 - $7,421
-87 Reduced 2.29%
3,706 $314,000
Q3 2023

Nov 07, 2023
SELL
$74.88 - $83.28 $1,797 - $1,998
-24 Reduced 0.63%
3,793 $287,000
Q2 2023

Aug 07, 2023
SELL
$72.17 - $80.16 $5,917 - $6,573
-82 Reduced 2.1%
3,817 $304,000
Q1 2023

May 10, 2023
SELL
$65.24 - $76.13 $53,040 - $61,893
-813 Reduced 17.25%
3,899 $287,000
Q4 2022

Feb 09, 2023
SELL
$60.7 - $69.78 $22,337 - $25,679
-368 Reduced 7.24%
4,712 $305,000
Q3 2022

Nov 02, 2022
BUY
N/A
46 Added 0.91%
5,080 $305,000
Q2 2022

Jul 27, 2022
BUY
N/A
5,034 New
5,034 $321,000

Others Institutions Holding MOAT

# of Institutions
756
Shares Held
89.1M
Call Options Held
20.9K
Put Options Held
0
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
Track This Portfolio

Track Waddell & Associates, LLC Portfolio

Follow Waddell & Associates, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waddell & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waddell & Associates, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email