A detailed history of Wealthcare Advisory Partners LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 193,194 shares of MOAT stock, worth $16.6 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
193,194
Previous 186,113 3.8%
Holding current value
$16.6 Million
Previous $16.1 Million 2.88%
% of portfolio
0.48%
Previous 0.51%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$85.84 - $85.84 $607,833 - $607,833
7,081 Added 3.8%
193,194 $16.6 Million
Q2 2024

Aug 09, 2024

BUY
$83.97 - $89.72 $291,543 - $311,507
3,472 Added 1.9%
186,113 $16.1 Million
Q1 2024

Apr 15, 2024

BUY
$82.58 - $89.9 $1.79 Million - $1.94 Million
21,617 Added 13.42%
182,641 $16.4 Million
Q4 2023

Feb 06, 2024

BUY
$70.71 - $85.3 $2.69 Million - $3.24 Million
37,973 Added 30.86%
161,024 $13.7 Million
Q3 2023

Oct 12, 2023

BUY
$74.88 - $83.28 $5.23 Million - $5.81 Million
69,805 Added 131.1%
123,051 $9.33 Million
Q2 2023

Jul 17, 2023

BUY
$72.17 - $80.16 $173,063 - $192,223
2,398 Added 4.72%
53,246 $4.25 Million
Q1 2023

May 04, 2023

BUY
$65.24 - $76.13 $42,862 - $50,017
657 Added 1.31%
50,848 $3.75 Million
Q4 2022

Feb 13, 2023

BUY
$60.7 - $69.78 $3.05 Million - $3.5 Million
50,191 New
50,191 $3.26 Million
Q2 2021

Aug 16, 2021

SELL
N/A
-27 Closed
0 $0
Q1 2021

Apr 30, 2021

BUY
N/A
27 New
27 $2,000
Q2 2020

Jul 29, 2020

SELL
N/A
-27 Closed
0 $0
Q1 2020

Apr 29, 2020

BUY
N/A
27 New
27 $1,000

Others Institutions Holding MOAT

About VANECK MORNINGSTAR WIDE MOAT E


  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
Track This Portfolio

Track Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.