Trademark Financial Management, LLC Vaneck Morningstar Wide Moat E Transaction History

Trademark Financial Management, LLC

$172 Billion
Q3 2025

A detailed history of Trademark Financial Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Trademark Financial Management, LLC holds 10,607 shares of MOAT stock, worth $910,504. This represents 0.61% of its overall portfolio holdings.

Number of Shares

10,607

Previous 11,000 3.57%

Holding current value

$910,504

Previous $1.03 Billion 1.9%

% of portfolio

0.61%

Previous 0.63%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	N/A	-393 Reduced 3.57%	10,607 $1.05 Billion
Q2 2025 Jul 31, 2025	SELL	N/A	-4,552 Reduced 29.27%	11,000 $1.03 Billion
Q1 2025 Apr 25, 2025	SELL	N/A	-6,530 Reduced 29.57%	15,552 $1.37 Billion
Q4 2024 Jan 30, 2025	SELL	N/A	-24,910 Reduced 53.01%	22,082 $2.05 Billion
Q3 2024 Oct 31, 2024	SELL	$85.84 - $85.84 $3.4 Million - $3.4 Million	-39,580 Reduced 45.72%	46,992 $4.56 Billion

Q2 2024 Jul 30, 2024	SELL	$83.97 - $89.72 $595,179 - $635,935	-7,088 Reduced 7.57%	86,572 $7.5 Billion
Q1 2024 May 07, 2024	SELL	$82.58 - $89.9 $1.81 Million - $1.97 Million	-21,872 Reduced 18.93%	93,660 $8.42 Billion
Q4 2023 Feb 13, 2024	BUY	$70.71 - $85.3 $8.17 Million - $9.85 Million	115,532 New	115,532 $9.81 Billion

Others Institutions Holding MOAT

# of Institutions

753

Shares Held

84.9M

Call Options Held

8.6K

Put Options Held

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

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