Creative Planning Vaneck Morningstar Wide Moat E Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Creative Planning holds 233,708 shares of MOAT stock, worth $20.1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

233,708

Previous 152,006 53.75%

Holding current value

$20.1 Million

Previous $13 Million 53.75%

% of portfolio

0.02%

Previous 0.01%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	N/A	81,702 Added 53.75%	233,708 $20.1 Million
Q3 2024 Oct 11, 2024	BUY	$85.84 - $85.84 $47,383 - $47,383	552 Added 0.36%	152,006 $13 Million
Q2 2024 Aug 15, 2024	SELL	$83.97 - $89.72 $14,106 - $15,072	-168 Reduced 0.11%	151,454 $13.1 Million
Q1 2024 May 10, 2024	BUY	$82.58 - $89.9 $276,808 - $301,344	3,352 Added 2.26%	151,622 $13.6 Million
Q4 2023 Feb 14, 2024	BUY	$70.71 - $85.3 $3.07 Million - $3.71 Million	43,482 Added 41.5%	148,270 $12.6 Million
Q3 2023 Nov 16, 2023	SELL	$74.88 - $83.28 $2.05 Million - $2.28 Million	-27,430 Reduced 20.75%	104,788 $7.95 Million
Q2 2023 Jul 21, 2023	BUY	$72.17 - $80.16 $283,700 - $315,108	3,931 Added 3.06%	132,218 $10.5 Million
Q1 2023 May 15, 2023	BUY	$65.24 - $76.13 $427,909 - $499,336	6,559 Added 5.39%	128,287 $9.47 Million
Q4 2022 Feb 10, 2023	BUY	$60.7 - $69.78 $3.94 Million - $4.53 Million	64,887 Added 114.16%	121,728 $7.9 Million
Q3 2022 Nov 03, 2022	SELL	N/A	-102,864 Reduced 64.41%	56,841 $3.41 Million
Q2 2022 Aug 15, 2022	BUY	N/A	117,247 Added 276.15%	159,705 $10.2 Million
Q1 2022 May 16, 2022	SELL	N/A	-2,583 Reduced 5.73%	42,458 $3.17 Million
Q4 2021 Feb 11, 2022	SELL	N/A	-7,926 Reduced 14.96%	45,041 $3.43 Million
Q3 2021 Nov 10, 2021	SELL	N/A	-13,213 Reduced 19.97%	52,967 $3.88 Million
Q2 2021 Aug 04, 2021	BUY	N/A	1,580 Added 2.45%	66,180 $4.9 Million
Q1 2021 Apr 30, 2021	BUY	N/A	57,642 Added 828.43%	64,600 $4.48 Million
Q4 2020 Jan 29, 2021	SELL	N/A	-792 Reduced 10.22%	6,958 $431,000
Q3 2020 Nov 05, 2020	SELL	N/A	-245 Reduced 3.06%	7,750 $423,000
Q2 2020 Jul 23, 2020	SELL	N/A	-10,101 Reduced 55.82%	7,995 $418,000
Q1 2020 May 05, 2020	BUY	N/A	5,845 Added 47.71%	18,096 $792,000
Q4 2019 Jan 30, 2020	BUY	N/A	243 Added 2.02%	12,251 $671,000
Q3 2019 Nov 01, 2019	BUY	N/A	1,152 Added 10.61%	12,008 $602,000
Q2 2019 Jul 26, 2019	BUY	N/A	4,002 Added 58.39%	10,856 $521,000
Q1 2019 Apr 24, 2019	SELL	N/A	-297 Reduced 4.15%	6,854 $320,000
Q4 2018 Feb 01, 2019	BUY	N/A	652 Added 10.03%	7,151 $294,000
Q3 2018 Oct 25, 2018	SELL	N/A	-1,220 Reduced 15.81%	6,499 $304,000
Q2 2018 Jul 20, 2018	BUY	N/A	1,220 Added 18.77%	7,719 $336,000
Q1 2018 Apr 18, 2018	BUY	N/A	779 Added 13.62%	6,499 $270,000
Q4 2017 Jan 17, 2018	BUY	N/A	5,720	5,720 $243,000

Others Institutions Holding MOAT

# of Institutions

751

Shares Held

104M

Call Options Held

27.5K

Put Options Held

7.2K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

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Creative Planning Vaneck Morningstar Wide Moat E Transaction History