Wealth Plan Partners, LLC Vaneck Morningstar Wide Moat E Transaction History

Wealth Plan Partners, LLC

  • $591 Million
  • Q3 2025

A detailed history of Wealth Plan Partners, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 44,379 shares of MOAT stock, worth $3.81 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
44,379
Previous 43,505 2.01%
Holding current value
$3.81 Million
Previous $3.73 Million 2.01%
% of portfolio
0.64%
Previous 0.68%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
N/A
874 Added 2.01%
44,379 $3.81 Million
Q2 2025

Jul 28, 2025
SELL
N/A
-120,776 Reduced 73.52%
43,505 $3.73 Million
Q1 2025

May 09, 2025
BUY
N/A
1,138 Added 0.7%
164,281 $14.5 Billion
Q4 2024

Jan 30, 2025
SELL
N/A
-6,144 Reduced 3.63%
163,143 $15.1 Billion
Q3 2024

Nov 05, 2024
SELL
$85.84 - $85.84 $189,963 - $189,963
-2,213 Reduced 1.29%
169,287 $16.4 Billion
Q2 2024

Aug 09, 2024
SELL
$83.97 - $89.72 $127,046 - $135,746
-1,513 Reduced 0.87%
171,500 $14.9 Billion
Q1 2024

May 07, 2024
SELL
$82.58 - $89.9 $584,336 - $636,132
-7,076 Reduced 3.93%
173,013 $15.6 Billion
Q4 2023

Jan 05, 2024
BUY
$70.71 - $85.3 $406,087 - $489,877
5,743 Added 3.29%
180,089 $15.3 Billion
Q3 2023

Nov 01, 2023
BUY
$74.88 - $83.28 $2.6 Million - $2.89 Million
34,706 Added 24.85%
174,346 $13.2 Billion
Q2 2023

Jul 31, 2023
SELL
$72.17 - $80.16 $2.15 Million - $2.38 Million
-29,734 Reduced 17.56%
139,640 $11.1 Billion
Q1 2023

May 10, 2023
SELL
$65.24 - $76.13 $5.64 Million - $6.58 Million
-86,425 Reduced 33.79%
169,374 $12.5 Billion
Q4 2022

Feb 16, 2023
SELL
$60.7 - $69.78 $4.28 Million - $4.92 Million
-70,531 Reduced 21.61%
255,799 $18.9 Billion
Q1 2022

May 03, 2022
SELL
N/A
-32,664 Reduced 9.1%
326,330 $22.5 Million
Q4 2021

Feb 01, 2022
SELL
N/A
-5,373 Reduced 1.47%
358,994 $26.7 Million
Q3 2021

Dec 09, 2021
SELL
N/A
-54,318 Reduced 12.97%
364,367 $0
Q2 2021

Aug 19, 2021
SELL
N/A
-2,541 Reduced 0.6%
418,685 $31.8 Million
Q1 2021

May 11, 2021
BUY
N/A
20,573 Added 5.13%
421,226 $30.4 Million
Q4 2020

Feb 09, 2021
BUY
N/A
80,482 Added 25.14%
400,653 $25.8 Million
Q3 2020

Dec 18, 2020
BUY
N/A
320,171 New
320,171 $18.5 Million

Others Institutions Holding MOAT

# of Institutions
753
Shares Held
85M
Call Options Held
8.6K
Put Options Held
0
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
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