Whitaker Myers Wealth Managers, Ltd. Vaneck Morningstar Wide Moat E Transaction History

Whitaker Myers Wealth Managers, Ltd.

$357 Billion
Q1 2025

A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 618,823 shares of MOAT stock, worth $53.1 Million. This represents 15.27% of its overall portfolio holdings.

Number of Shares

618,823

Previous 557,736 10.95%

Holding current value

$53.1 Million

Previous $51.7 Billion 5.3%

% of portfolio

15.27%

Previous 15.08%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	N/A	61,087 Added 10.95%	618,823 $54.5 Billion
Q4 2024 Jan 15, 2025	BUY	N/A	34,389 Added 6.57%	557,736 $51.7 Billion
Q3 2024 Oct 18, 2024	BUY	$85.84 - $85.84 $986,644 - $986,644	11,494 Added 2.25%	523,347 $50.7 Billion
Q2 2024 Jul 26, 2024	BUY	$83.97 - $89.72 $2.05 Million - $2.19 Million	24,415 Added 5.01%	511,853 $44.3 Billion
Q1 2024 Apr 12, 2024	BUY	$82.58 - $89.9 $1.86 Million - $2.02 Million	22,478 Added 4.83%	487,438 $43.8 Billion
Q4 2023 Jan 12, 2024	BUY	$70.71 - $85.3 $2.85 Million - $3.44 Million	40,337 Added 9.5%	464,960 $39.5 Billion
Q3 2023 Oct 05, 2023	BUY	$74.88 - $83.28 $3.65 Million - $4.06 Million	48,796 Added 12.98%	424,623 $32.2 Billion
Q2 2023 Jul 13, 2023	BUY	$72.17 - $80.16 $2.56 Million - $2.85 Million	35,503 Added 10.43%	375,827 $30 Billion
Q1 2023 Apr 21, 2023	BUY	$65.24 - $76.13 $3.8 Million - $4.44 Million	58,317 Added 20.68%	340,324 $25.1 Billion
Q4 2022 Apr 21, 2023	BUY	$60.7 - $69.78 $17.1 Million - $19.7 Million	282,007 New	282,007 $18.3 Billion

Others Institutions Holding MOAT

# of Institutions

747

Shares Held

103M

Call Options Held

27.5K

Put Options Held

7.2K

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 Whitaker Myers Wealth Managers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Whitaker Myers Wealth Managers, Ltd. with notifications on news.

Account

Whitaker Myers Wealth Managers, Ltd. Vaneck Morningstar Wide Moat E Transaction History