Newbridge Financial Services Group, Inc. Vaneck Morningstar Wide Moat E Transaction History

Newbridge Financial Services Group, Inc.

$633 Million
Q4 2025

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 3,555 shares of MOAT stock, worth $305,161. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,555

Previous 14,855 76.07%

Holding current value

$305,161

Previous $1.28 Million 76.08%

% of portfolio

0.05%

Previous 0.21%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	SELL	N/A	-11,300 Reduced 76.07%	3,555 $305,000
Q3 2025 Nov 13, 2025	SELL	N/A	-401 Reduced 2.63%	14,855 $1.28 Million
Q2 2025 Aug 19, 2025	BUY	N/A	11,554 Added 312.1%	15,256 $1.31 Million
Q1 2025 May 15, 2025	SELL	N/A	-1,400 Reduced 27.44%	3,702 $317,000
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

# of Institutions

758

Shares Held

84.7M

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 Newbridge Financial Services Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Newbridge Financial Services Group, Inc. with notifications on news.

Account

Newbridge Financial Services Group, Inc. Vaneck Morningstar Wide Moat E Transaction History