A detailed history of Newbridge Financial Services Group, Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Newbridge Financial Services Group, Inc. holds 5,102 shares of MOAT stock, worth $437,955. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,102
Previous 5,197 1.83%
Holding current value
$437,955
Previous $446,000 2.02%
% of portfolio
0.12%
Previous 0.16%

Shares

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

Jan 28, 2025

SELL
N/A
-95 Reduced 1.83%
5,102 $437,000
Q3 2024

Nov 12, 2024

SELL
$85.84 - $85.84 $230,480 - $230,480
-2,685 Reduced 34.06%
5,197 $446,000
Q2 2024

Sep 11, 2024

SELL
$83.97 - $89.72 $4,870 - $5,203
-58 Reduced 0.73%
7,882 $682,000
Q1 2024

Apr 24, 2024

SELL
$82.58 - $89.9 $21,470 - $23,374
-260 Reduced 3.17%
7,940 $713,000
Q4 2023

Mar 28, 2024

SELL
$70.71 - $85.3 $81,316 - $98,095
-1,150 Reduced 12.3%
8,200 $695,000
Q3 2023

Oct 17, 2023

SELL
$74.88 - $83.28 $28,454 - $31,646
-380 Reduced 3.91%
9,350 $709,000
Q2 2023

Jul 21, 2023

SELL
$72.17 - $80.16 $23,094 - $25,651
-320 Reduced 3.18%
9,730 $776,000
Q1 2023

Apr 18, 2023

SELL
$65.24 - $76.13 $17,614 - $20,555
-270 Reduced 2.62%
10,050 $741,000
Q4 2022

Jan 17, 2023

SELL
$60.7 - $69.78 $88,318 - $101,529
-1,455 Reduced 12.36%
10,320 $0
Q2 2022

Jul 15, 2022

BUY
N/A
325 Added 2.84%
11,775 $750,000
Q3 2021

Oct 27, 2021

BUY
N/A
1,230 Added 12.04%
11,450 $839,000
Q2 2021

Sep 07, 2021

BUY
N/A
2,815 Added 38.01%
10,220 $757,000
Q4 2020

Sep 07, 2021

BUY
N/A
315 Added 4.44%
7,405 $459,000
Q3 2020

Sep 07, 2021

BUY
N/A
7,090 New
7,090 $387,000

Others Institutions Holding MOAT

About VANECK MORNINGSTAR WIDE MOAT E


  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
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