Sound View Wealth Advisors Group, LLC Vaneck Morningstar Wide Moat E Transaction History

Sound View Wealth Advisors Group, LLC

$1.47 Billion
Q4 2025

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 4,933 shares of MOAT stock, worth $423,448. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,933

Previous 5,523 10.68%

Holding current value

$423,448

Previous $474,000 10.76%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	SELL	N/A	-590 Reduced 10.68%	4,933 $423,000
Q3 2025 Nov 10, 2025	SELL	N/A	-58 Reduced 1.04%	5,523 $474,000
Q2 2025 Aug 07, 2025	SELL	N/A	-98 Reduced 1.73%	5,581 $479,000
Q1 2025 May 08, 2025	SELL	N/A	-580 Reduced 9.27%	5,679 $487,000
Q4 2024 Feb 07, 2025	BUY	N/A	7 Added 0.11%	6,259 $537,000

Q3 2024 Nov 12, 2024	BUY	$85.84 - $85.84 $17,511 - $17,511	204 Added 3.37%	6,252 $536,000
Q2 2024 Aug 05, 2024	BUY	$83.97 - $89.72 $103,702 - $110,804	1,235 Added 25.66%	6,048 $523,000
Q1 2024 May 09, 2024	BUY	$82.58 - $89.9 $165,407 - $180,069	2,003 Added 71.28%	4,813 $432,000
Q1 2023 May 12, 2023	BUY	$65.24 - $76.13 $183,324 - $213,925	2,810 New	2,810 $207,000

Others Institutions Holding MOAT

# of Institutions

764

Shares Held

84.8M

Call Options Held

8.6K

Put Options Held

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
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Sound View Wealth Advisors Group, LLC Vaneck Morningstar Wide Moat E Transaction History