Financial Advisory Service, Inc. Vaneck Morningstar Wide Moat E Transaction History

Financial Advisory Service, Inc.

$1.11 Billion
Q4 2024

A detailed history of Financial Advisory Service, Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 4,724 shares of MOAT stock, worth $405,508. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,724

Previous 4,394 7.51%

Holding current value

$405,508

Previous $377,000 7.43%

% of portfolio

0.04%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	N/A	330 Added 7.51%	4,724 $405,000
Q3 2024 Oct 17, 2024	BUY	$85.84 - $85.84 $79,230 - $79,230	923 Added 26.59%	4,394 $377,000
Q2 2024 Jul 29, 2024	BUY	$83.97 - $89.72 $2,351 - $2,512	28 Added 0.81%	3,471 $300,000
Q1 2024 Apr 29, 2024	BUY	$82.58 - $89.9 $28,324 - $30,835	343 Added 11.06%	3,443 $309,000
Q4 2023 Jan 23, 2024	BUY	$70.71 - $85.3 $47,517 - $57,321	672 Added 27.68%	3,100 $263,000
Q3 2023 Oct 23, 2023	BUY	$74.88 - $83.28 $14,826 - $16,489	198 Added 8.88%	2,428 $184,000
Q2 2023 Aug 08, 2023	BUY	$72.17 - $80.16 $9,237 - $10,260	128 Added 6.09%	2,230 $177,000
Q1 2023 May 11, 2023	SELL	$65.24 - $76.13 $1.43 Million - $1.67 Million	-21,887 Reduced 91.24%	2,102 $155,000
Q4 2022 Feb 01, 2023	SELL	$60.7 - $69.78 $132,447 - $152,259	-2,182 Reduced 8.34%	23,989 $1.56 Million
Q3 2022 Oct 20, 2022	BUY	N/A	19,080 Added 269.07%	26,171 $1.57 Million
Q2 2022 Aug 02, 2022	BUY	N/A	5,232 Added 281.44%	7,091 $452,000
Q1 2022 May 04, 2022	BUY	N/A	1,859 New	1,859 $139,000
Q4 2020 Feb 10, 2021	SELL	N/A	-28 Closed	0 $0
Q2 2020 Jul 21, 2020	BUY	N/A	28 New	28 $1,000

Others Institutions Holding MOAT

# of Institutions

743

Shares Held

104M

Call Options Held

27.7K

Put Options Held

5.3K

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About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
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Financial Advisory Service, Inc. Vaneck Morningstar Wide Moat E Transaction History