Peninsula Wealth, LLC Vaneck Morningstar Wide Moat E Transaction History

Peninsula Wealth, LLC

$581 Million
Q4 2024

A detailed history of Peninsula Wealth, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Peninsula Wealth, LLC holds 4,837 shares of MOAT stock, worth $415,208. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,837

Previous 6,291 23.11%

Holding current value

$415,208

Previous $540,000 23.15%

% of portfolio

0.07%

Previous 0.1%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	N/A	-1,454 Reduced 23.11%	4,837 $415,000
Q1 2024 May 30, 2024	BUY	$82.58 - $89.9 $519,510 - $565,560	6,291 New	6,291 $565,000
Q4 2023 Feb 14, 2024	BUY	$70.71 - $85.3 $14,000 - $16,889	198 Added 3.51%	5,836 $495,000
Q3 2023 Nov 13, 2023	BUY	$74.88 - $83.28 $2,995 - $3,331	40 Added 0.71%	5,638 $427,000
Q2 2023 Aug 14, 2023	BUY	$72.17 - $80.16 $39,188 - $43,526	543 Added 10.74%	5,598 $446,000

Q1 2023 May 11, 2023	BUY	$65.24 - $76.13 $13,765 - $16,063	211 Added 4.36%	5,055 $373,000
Q4 2022 Feb 10, 2023	BUY	$60.7 - $69.78 $2,549 - $2,930	42 Added 0.87%	4,844 $314,000
Q3 2022 Nov 14, 2022	BUY	N/A	82 Added 1.74%	4,802 $288,000
Q1 2022 May 06, 2022	BUY	N/A	390 Added 9.01%	4,720 $353,000
Q4 2021 Feb 04, 2022	BUY	N/A	4,330 New	4,330 $330,000

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

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Peninsula Wealth, LLC Vaneck Morningstar Wide Moat E Transaction History