Westshore Wealth, LLC Vaneck Morningstar Wide Moat E Transaction History

Westshore Wealth, LLC

$233 Million
Q1 2025

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 37,885 shares of MOAT stock, worth $3.25 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares

37,885

Previous 41,836 9.44%

Holding current value

$3.25 Million

Previous $3.59 Million 9.44%

% of portfolio

1.4%

Previous 1.49%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	N/A	-3,951 Reduced 9.44%	37,885 $3.25 Million
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

760

Shares Held

97M

Call Options Held

37K

Put Options Held

9.4K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
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Westshore Wealth, LLC Vaneck Morningstar Wide Moat E Transaction History