Westshore Wealth, LLC Vaneck Morningstar Wide Moat E Transaction History

Westshore Wealth, LLC

$241 Million
Q3 2024

A detailed history of Westshore Wealth, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Westshore Wealth, LLC holds 41,836 shares of MOAT stock, worth $3.59 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

41,836

Previous 41,767 0.17%

Holding current value

$3.59 Million

Previous $3.62 Million 0.72%

% of portfolio

1.49%

Previous 1.51%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$85.84 - $85.84 $5,922 - $5,922	69 Added 0.17%	41,836 $3.59 Million
Q2 2024 Oct 31, 2024	SELL	$83.97 - $89.72 $449,575 - $480,360	-5,354 Reduced 11.36%	41,767 $3.62 Million
Q1 2024 Oct 31, 2024	BUY	$82.58 - $89.9 $217,598 - $236,886	2,635 Added 5.92%	47,121 $4.24 Million
Q4 2023 Feb 15, 2024	BUY	$70.71 - $85.3 $362,105 - $436,821	5,121 Added 13.01%	44,486 $3.78 Million
Q3 2023 Feb 15, 2024	BUY	$74.88 - $83.28 $82,967 - $92,274	1,108 Added 2.9%	39,365 $2.99 Million
Q2 2023 Sep 05, 2023	BUY	$72.17 - $80.16 $520,562 - $578,194	7,213 Added 23.23%	38,257 $3.05 Million
Q1 2023 May 12, 2023	BUY	$65.24 - $76.13 $1.33 Million - $1.55 Million	20,311 Added 189.24%	31,044 $2.29 Million
Q4 2022 Feb 14, 2023	BUY	$60.7 - $69.78 $651,493 - $748,948	10,733 New	10,733 $696,000

Others Institutions Holding MOAT

# of Institutions

701

Shares Held

98.4M

Call Options Held

31.5K

Put Options Held

7.5K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
Industry ETFs

More about MOAT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Westshore Wealth, LLC with notifications on news.

Account

Westshore Wealth, LLC Vaneck Morningstar Wide Moat E Transaction History