Wealth Plan Investment Management, LLC Vaneck Morningstar Wide Moat E Transaction History

Wealth Plan Investment Management, LLC

$590 Million
Q1 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 54,725 shares of MOAT stock, worth $4.74 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

54,725

Previous 81,715 33.03%

Holding current value

$4.74 Million

Previous $6.94 Million 29.07%

% of portfolio

0.83%

Previous 1.15%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 16, 2024	SELL	$82.58 - $89.9 $2.23 Million - $2.43 Million	-26,990 Reduced 33.03%	54,725 $4.92 Million
Q4 2023 Jan 05, 2024	BUY	$70.71 - $85.3 $267,425 - $322,604	3,782 Added 4.85%	81,715 $6.94 Million
Q3 2023 Nov 15, 2023	SELL	$74.88 - $83.28 $7.22 Million - $8.03 Million	-96,413 Reduced 55.3%	77,933 $5.91 Million
Q3 2023 Nov 09, 2023	BUY	$74.88 - $83.28 $8.73 Million - $9.71 Million	116,653 Added 202.2%	174,346 $13.2 Million
Q2 2023 Aug 14, 2023	BUY	$72.17 - $80.16 $4.12 Million - $4.58 Million	57,078 Added 9280.98%	57,693 $4.6 Million

Q2 2023 Jul 25, 2023	SELL	$72.17 - $80.16 $6.22 Million - $6.91 Million	-86,246 Reduced 99.29%	615 $49,000
Q1 2023 May 08, 2023	SELL	$65.24 - $76.13 $11 Million - $12.8 Million	-168,739 Reduced 66.02%	86,861 $6.41 Million
Q4 2022 Feb 15, 2023	SELL	$60.7 - $69.78 $252,512 - $290,284	-4,160 Reduced 1.6%	255,600 $16.6 Million
Q3 2022 Dec 12, 2022	SELL	N/A	-66,570 Reduced 20.4%	259,760 $17.4 Million
Q1 2022 Sep 07, 2022	BUY	N/A	326,330 New	326,330 $22.5 Million

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

Ticker MOAT
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Wealth Plan Investment Management, LLC Vaneck Morningstar Wide Moat E Transaction History