Wealthcare Advisory Partners LLC Vaneck Morningstar Wide Moat E Transaction History

Wealthcare Advisory Partners LLC

$3.49 Billion
Q4 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 182,934 shares of MOAT stock, worth $15.7 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

182,934

Previous 193,194 5.31%

Holding current value

$15.7 Million

Previous $16.6 Million 5.31%

% of portfolio

0.45%

Previous 0.48%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	N/A	-10,260 Reduced 5.31%	182,934 $15.7 Million
Q3 2024 Nov 04, 2024	BUY	$85.84 - $85.84 $607,833 - $607,833	7,081 Added 3.8%	193,194 $16.6 Million
Q2 2024 Aug 09, 2024	BUY	$83.97 - $89.72 $291,543 - $311,507	3,472 Added 1.9%	186,113 $16.1 Million
Q1 2024 Apr 15, 2024	BUY	$82.58 - $89.9 $1.79 Million - $1.94 Million	21,617 Added 13.42%	182,641 $16.4 Million
Q4 2023 Feb 06, 2024	BUY	$70.71 - $85.3 $2.69 Million - $3.24 Million	37,973 Added 30.86%	161,024 $13.7 Million
Q3 2023 Oct 12, 2023	BUY	$74.88 - $83.28 $5.23 Million - $5.81 Million	69,805 Added 131.1%	123,051 $9.33 Million
Q2 2023 Jul 17, 2023	BUY	$72.17 - $80.16 $173,063 - $192,223	2,398 Added 4.72%	53,246 $4.25 Million
Q1 2023 May 04, 2023	BUY	$65.24 - $76.13 $42,862 - $50,017	657 Added 1.31%	50,848 $3.75 Million
Q4 2022 Feb 13, 2023	BUY	$60.7 - $69.78 $3.05 Million - $3.5 Million	50,191 New	50,191 $3.26 Million
Q2 2021 Aug 16, 2021	SELL	N/A	-27 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	N/A	27 New	27 $2,000
Q2 2020 Jul 29, 2020	SELL	N/A	-27 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	N/A	27 New	27 $1,000

Others Institutions Holding MOAT

# of Institutions

719

Shares Held

98.7M

Call Options Held

37.6K

Put Options Held

7.5K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
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Wealthcare Advisory Partners LLC Vaneck Morningstar Wide Moat E Transaction History