Laurel Wealth Planning LLC Vaneck Morningstar Wide Moat E Transaction History

Laurel Wealth Planning LLC

  • $180 Million
  • Q3 2025

A detailed history of Laurel Wealth Planning LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 62,408 shares of MOAT stock, worth $5.36 Million. This represents 2.98% of its overall portfolio holdings.

Number of Shares
62,408
Previous 64,883 3.81%
Holding current value
$5.36 Million
Previous $5.57 Million 3.81%
% of portfolio
2.98%
Previous 3.29%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
N/A
-2,475 Reduced 3.81%
62,408 $5.36 Million
Q2 2025

Aug 08, 2025
SELL
N/A
-5,910 Reduced 8.35%
64,883 $5.57 Million
Q1 2025

Apr 24, 2025
SELL
N/A
-15,206 Reduced 17.68%
70,793 $6.08 Million
Q4 2024

Feb 03, 2025
SELL
N/A
-9,229 Reduced 9.69%
85,999 $7.97 Million
Q3 2024

Oct 28, 2024
SELL
$85.84 - $85.84 $96,140 - $96,140
-1,120 Reduced 1.16%
95,228 $9.23 Million
Q2 2024

Jul 25, 2024
BUY
$83.97 - $89.72 $82,878 - $88,553
987 Added 1.04%
96,348 $8.35 Million
Q1 2024

Apr 22, 2024
SELL
$82.58 - $89.9 $126,099 - $137,277
-1,527 Reduced 1.58%
95,361 $8.57 Million
Q4 2023

Feb 09, 2024
SELL
$70.71 - $85.3 $86,054 - $103,810
-1,217 Reduced 1.24%
96,888 $8.22 Million
Q3 2023

Oct 27, 2023
BUY
$74.88 - $83.28 $731,502 - $813,562
9,769 Added 11.06%
98,105 $7.44 Million
Q2 2023

Jul 19, 2023
BUY
$72.17 - $80.16 $393,398 - $436,952
5,451 Added 6.58%
88,336 $7.05 Million
Q1 2023

Apr 18, 2023
BUY
$65.24 - $76.13 $504,827 - $589,093
7,738 Added 10.3%
82,885 $6.12 Million
Q4 2022

Feb 01, 2023
BUY
$60.7 - $69.78 $30,410 - $34,959
501 Added 0.67%
75,147 $4.88 Million
Q3 2022

Nov 02, 2022
SELL
N/A
-960 Reduced 1.27%
74,646 $4.48 Million
Q2 2022

Aug 09, 2022
BUY
N/A
20,657 Added 37.59%
75,606 $4.82 Million
Q1 2022

Apr 28, 2022
BUY
N/A
7,162 Added 14.99%
54,949 $4.11 Million
Q4 2021

Feb 01, 2022
BUY
N/A
9,847 Added 25.95%
47,787 $3.64 Million
Q3 2021

Nov 12, 2021
BUY
N/A
123 Added 0.33%
37,940 $2.78 Million
Q2 2021

Aug 09, 2021
SELL
N/A
-2,589 Reduced 6.41%
37,817 $2.8 Million
Q1 2021

May 06, 2021
SELL
N/A
-46 Reduced 0.11%
40,406 $2.8 Million
Q4 2020

Feb 08, 2021
BUY
N/A
40,452 New
40,452 $2.51 Million

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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