Fortress Wealth Group, LLC Vaneck Morningstar Wide Moat E Transaction History

Fortress Wealth Group, LLC

$218 Million
Q3 2025

A detailed history of Fortress Wealth Group, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 84,541 shares of MOAT stock, worth $7.26 Million. This represents 3.33% of its overall portfolio holdings.

Number of Shares

84,541

Previous 83,652 1.06%

Holding current value

$7.26 Million

Previous $7.18 Million 1.06%

% of portfolio

3.33%

Previous 3.54%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	N/A	889 Added 1.06%	84,541 $7.26 Million
Q2 2025 Aug 05, 2025	BUY	N/A	1,529 Added 1.86%	83,652 $7.18 Million
Q1 2025 May 02, 2025	BUY	N/A	1,154 Added 1.43%	82,123 $7.05 Million
Q4 2024 Feb 07, 2025	BUY	N/A	2,953 Added 3.79%	80,969 $6.95 Million
Q3 2024 Nov 08, 2024	SELL	$85.84 - $85.84 $136,485 - $136,485	-1,590 Reduced 2.0%	78,016 $6.7 Million

Q2 2024 Jul 31, 2024	SELL	$83.97 - $89.72 $716,599 - $765,670	-8,534 Reduced 9.68%	79,606 $6.89 Million
Q1 2024 May 13, 2024	BUY	$82.58 - $89.9 $187,952 - $204,612	2,276 Added 2.65%	88,140 $7.92 Million
Q4 2023 Jan 12, 2024	BUY	$70.71 - $85.3 $1.21 Million - $1.46 Million	17,102 Added 24.87%	85,864 $7.29 Million
Q3 2023 Oct 12, 2023	BUY	$74.88 - $83.28 $192,142 - $213,696	2,566 Added 3.88%	68,762 $5.21 Million
Q2 2023 Aug 10, 2023	BUY	$72.17 - $80.16 $345,622 - $383,886	4,789 Added 7.8%	66,196 $5.28 Million
Q1 2023 May 12, 2023	BUY	$65.24 - $76.13 $3.32 Million - $3.87 Million	50,819 Added 479.97%	61,407 $4.53 Million
Q4 2022 Feb 07, 2023	SELL	$60.7 - $69.78 $12,989 - $14,932	-214 Reduced 1.98%	10,588 $687,000
Q3 2022 Nov 14, 2022	BUY	N/A	10,802 New	10,802 $648,000

Others Institutions Holding MOAT

# of Institutions

753

Shares Held

85M

Call Options Held

8.6K

Put Options Held

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 Fortress Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortress Wealth Group, LLC with notifications on news.

Account

Fortress Wealth Group, LLC Vaneck Morningstar Wide Moat E Transaction History