Sage View Advisory Group, LLC Vaneck Morningstar Wide Moat E Transaction History

Sage View Advisory Group, LLC

$2.32 Trillion
Q4 2024

A detailed history of Sage View Advisory Group, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 17,779 shares of MOAT stock, worth $1.53 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

17,779

Previous 10,047 76.96%

Holding current value

$1.53 Million

Previous $974 Million 69.24%

% of portfolio

0.07%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	N/A	7,732 Added 76.96%	17,779 $1.65 Billion
Q3 2024 Nov 14, 2024	SELL	$85.84 - $85.84 $688,608 - $688,608	-8,022 Reduced 44.4%	10,047 $974 Million
Q2 2024 Aug 14, 2024	BUY	$83.97 - $89.72 $1.52 Million - $1.62 Million	18,069 New	18,069 $1.56 Billion
Q4 2023 Feb 09, 2024	SELL	$70.71 - $85.3 $960,736 - $1.16 Million	-13,587 Reduced 40.33%	20,104 $1.71 Billion
Q3 2023 Nov 02, 2023	BUY	$74.88 - $83.28 $156,499 - $174,055	2,090 Added 6.61%	33,691 $2.56 Billion
Q2 2023 Aug 11, 2023	BUY	$72.17 - $80.16 $1.96 Million - $2.17 Million	27,097 Added 601.62%	31,601 $2.52 Billion
Q1 2023 May 01, 2023	SELL	$65.24 - $76.13 $2,479 - $2,892	-38 Reduced 0.84%	4,504 $333 Million
Q4 2022 Feb 14, 2023	BUY	$60.7 - $69.78 $275,699 - $316,940	4,542 New	4,542 $295 Million

Others Institutions Holding MOAT

# of Institutions

751

Shares Held

104M

Call Options Held

27.5K

Put Options Held

7.2K

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About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
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Sage View Advisory Group, LLC Vaneck Morningstar Wide Moat E Transaction History