Sage View Advisory Group, LLC Vaneck Morningstar Wide Moat E Transaction History

Sage View Advisory Group, LLC

$1.97 Trillion
Q3 2024

A detailed history of Sage View Advisory Group, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 10,047 shares of MOAT stock, worth $862,434. This represents 0.05% of its overall portfolio holdings.

Number of Shares

10,047

Previous 18,069 44.4%

Holding current value

$862,434

Previous $1.56 Billion 37.76%

% of portfolio

0.05%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$85.84 - $85.84 $688,608 - $688,608	-8,022 Reduced 44.4%	10,047 $974 Million
Q2 2024 Aug 14, 2024	BUY	$83.97 - $89.72 $1.52 Million - $1.62 Million	18,069 New	18,069 $1.56 Billion
Q4 2023 Feb 09, 2024	SELL	$70.71 - $85.3 $960,736 - $1.16 Million	-13,587 Reduced 40.33%	20,104 $1.71 Billion
Q3 2023 Nov 02, 2023	BUY	$74.88 - $83.28 $156,499 - $174,055	2,090 Added 6.61%	33,691 $2.56 Billion
Q2 2023 Aug 11, 2023	BUY	$72.17 - $80.16 $1.96 Million - $2.17 Million	27,097 Added 601.62%	31,601 $2.52 Billion
Q1 2023 May 01, 2023	SELL	$65.24 - $76.13 $2,479 - $2,892	-38 Reduced 0.84%	4,504 $333 Million
Q4 2022 Feb 14, 2023	BUY	$60.7 - $69.78 $275,699 - $316,940	4,542 New	4,542 $295 Million

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 Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.

Account

Sage View Advisory Group, LLC Vaneck Morningstar Wide Moat E Transaction History