Wcg Wealth Advisors LLC Vaneck Morningstar Wide Moat E Transaction History

Wcg Wealth Advisors LLC

$1.42 Billion
Q4 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 16,790 shares of MOAT stock, worth $1.44 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

16,790

Previous 55,242 69.61%

Holding current value

$1.44 Million

Previous $5.36 Million 73.1%

% of portfolio

0.1%

Previous 0.36%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	SELL	N/A	-38,452 Reduced 69.61%	16,790 $1.44 Million
Q3 2024 Nov 13, 2024	BUY	$85.84 - $85.84 $2.28 Million - $2.28 Million	26,504 Added 92.23%	55,242 $5.36 Million
Q2 2024 Aug 12, 2024	BUY	$83.97 - $89.72 $143,084 - $152,882	1,704 Added 6.3%	28,738 $2.49 Million
Q1 2024 May 13, 2024	SELL	$82.58 - $89.9 $115,199 - $125,410	-1,395 Reduced 4.91%	27,034 $2.43 Million
Q4 2023 Feb 08, 2024	BUY	$70.71 - $85.3 $331,983 - $400,483	4,695 Added 19.78%	28,429 $2.41 Million
Q3 2023 Nov 09, 2023	BUY	$74.88 - $83.28 $1.78 Million - $1.98 Million	23,734 New	23,734 $1.8 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
Sector ETFs
Industry ETFs

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Wcg Wealth Advisors LLC Vaneck Morningstar Wide Moat E Transaction History