Fairhaven Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History

Fairhaven Wealth Management, LLC

  • $319 Million
  • Q4 2024

A detailed history of Fairhaven Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Fairhaven Wealth Management, LLC holds 2,893 shares of MOAT stock, worth $248,335. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,893
Previous 2,863 1.05%
Holding current value
$248,335
Previous $245,000 1.22%
% of portfolio
0.08%
Previous 0.08%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
N/A
30 Added 1.05%
2,893 $248,000
Q3 2024

Nov 12, 2024
SELL
$85.84 - $85.84 $27,039 - $27,039
-315 Reduced 9.91%
2,863 $245,000
Q2 2024

Jul 31, 2024
BUY
$83.97 - $89.72 $2,099 - $2,243
25 Added 0.79%
3,178 $275,000
Q1 2024

May 01, 2024
BUY
$82.58 - $89.9 $7,019 - $7,641
85 Added 2.77%
3,153 $283,000
Q4 2023

Feb 08, 2024
SELL
$70.71 - $85.3 $112,641 - $135,882
-1,593 Reduced 34.18%
3,068 $260,000
Q3 2023

Nov 14, 2023
BUY
$74.88 - $83.28 $3,893 - $4,330
52 Added 1.13%
4,661 $353,000
Q2 2023

Aug 11, 2023
BUY
$72.17 - $80.16 $88,985 - $98,837
1,233 Added 36.52%
4,609 $367,000
Q4 2022

Feb 10, 2023
BUY
$60.7 - $69.78 $204,923 - $235,577
3,376 New
3,376 $219,000
Q1 2022

May 16, 2022
BUY
N/A
211 Added 6.95%
3,248 $243,000
Q4 2021

Jan 18, 2022
BUY
N/A
33 Added 1.1%
3,037 $231,000
Q1 2021

May 13, 2021
SELL
N/A
-857 Reduced 22.2%
3,004 $208,000
Q4 2020

Feb 12, 2021
SELL
N/A
-1,218 Reduced 23.98%
3,861 $239,000
Q3 2020

Nov 04, 2020
SELL
N/A
-2 Reduced 0.04%
5,079 $277,000
Q2 2020

Aug 14, 2020
BUY
N/A
77 Added 1.54%
5,081 $265,000
Q1 2020

May 05, 2020
SELL
N/A
-538 Reduced 9.71%
5,004 $219,000
Q4 2019

Feb 07, 2020
BUY
N/A
2 Added 0.04%
5,542 $304,000
Q3 2019

Nov 15, 2019
BUY
N/A
30 Added 0.54%
5,540 $278,000
Q2 2019

Aug 13, 2019
BUY
N/A
5,510 New
5,510 $265,000
Q1 2019

Apr 19, 2019
SELL
N/A
-5,617 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
N/A
5,617 New
5,617 $231,000

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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