Yhb Investment Advisors, Inc. Vaneck Morningstar Wide Moat E Transaction History

Yhb Investment Advisors, Inc.

$1.19 Billion
Q3 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 57,924 shares of MOAT stock, worth $4.97 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

57,924

Previous 81,845 29.23%

Holding current value

$4.97 Million

Previous $7.09 Million 29.85%

% of portfolio

0.42%

Previous 0.62%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$85.84 - $85.84 $2.05 Million - $2.05 Million	-23,921 Reduced 29.23%	57,924 $4.97 Million
Q2 2024 Aug 01, 2024	SELL	$83.97 - $89.72 $1.5 Million - $1.6 Million	-17,847 Reduced 17.9%	81,845 $7.09 Million
Q1 2024 Aug 14, 2024	BUY	$82.58 - $89.9 $1.47 Million - $1.6 Million	17,847 Added 21.81%	99,692 $8.96 Million
Q1 2024 Apr 26, 2024	BUY	$82.58 - $89.9 $1.11 Million - $1.21 Million	13,449 Added 15.59%	99,692 $8.96 Million
Q4 2023 Jan 29, 2024	BUY	$70.71 - $85.3 $1.09 Million - $1.32 Million	15,424 Added 21.78%	86,243 $7.32 Million
Q3 2023 Oct 23, 2023	BUY	$74.88 - $83.28 $2.08 Million - $2.32 Million	27,818 Added 64.69%	70,819 $5.37 Million
Q2 2023 Aug 10, 2023	BUY	$72.17 - $80.16 $1.82 Million - $2.02 Million	25,188 Added 141.4%	43,001 $3.43 Million
Q1 2023 May 08, 2023	BUY	$65.24 - $76.13 $238,191 - $277,950	3,651 Added 25.78%	17,813 $1.32 Million
Q4 2022 Jan 12, 2023	BUY	$60.7 - $69.78 $119,396 - $137,257	1,967 Added 16.13%	14,162 $0
Q3 2022 Nov 03, 2022	BUY	N/A	4,594 Added 60.44%	12,195 $732,000
Q2 2022 Jul 14, 2022	BUY	N/A	7,601 New	7,601 $484,000

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 Yhb Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Yhb Investment Advisors, Inc. with notifications on news.

Account

Yhb Investment Advisors, Inc. Vaneck Morningstar Wide Moat E Transaction History