Wolff Financial Management LLC Vaneck Morningstar Wide Moat E Transaction History

Wolff Financial Management LLC

$361 Million
Q1 2025

A detailed history of Wolff Financial Management LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Wolff Financial Management LLC holds 2,918 shares of MOAT stock, worth $250,481. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,918

Previous 2,918 -0.0%

Holding current value

$250,481

Previous $271,000 5.17%

% of portfolio

0.07%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	N/A	12 Added 0.41%	2,918 $271,000
Q3 2024 Oct 24, 2024	SELL	$85.84 - $85.84 $155,112 - $155,112	-1,807 Reduced 38.34%	2,906 $282,000
Q1 2024 Apr 24, 2024	SELL	$82.58 - $89.9 $17,754 - $19,328	-215 Reduced 4.36%	4,713 $424,000
Q4 2023 Jan 25, 2024	BUY	$70.71 - $85.3 $65,901 - $79,499	932 Added 23.32%	4,928 $418,000
Q4 2022 Feb 06, 2023	BUY	$60.7 - $69.78 $849 - $976	14 Added 0.35%	3,996 $259,000
Q4 2021 Feb 08, 2022	BUY	N/A	11 Added 0.28%	3,982 $303,000
Q3 2021 Nov 12, 2021	BUY	N/A	884 Added 28.64%	3,971 $291,000
Q1 2021 May 13, 2021	BUY	N/A	3,087 New	3,087 $214,000

Others Institutions Holding MOAT

# of Institutions

760

Shares Held

97.6M

Call Options Held

37K

Put Options Held

9.4K

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About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
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Wolff Financial Management LLC Vaneck Morningstar Wide Moat E Transaction History