Western Pacific Wealth Management, LP Vaneck Morningstar Wide Moat E Transaction History

Western Pacific Wealth Management, LP

  • $95.6 Million
  • Q3 2025

A detailed history of Western Pacific Wealth Management, LP transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Western Pacific Wealth Management, LP holds 6,867 shares of MOAT stock, worth $589,463. This represents 0.62% of its overall portfolio holdings.

Number of Shares
6,867
Previous 7,967 13.81%
Holding current value
$589,463
Previous $683,000 13.76%
% of portfolio
0.62%
Previous 0.69%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
N/A
-1,100 Reduced 13.81%
6,867 $589,000
Q2 2025

Jul 10, 2025
BUY
N/A
1,200 Added 17.73%
7,967 $683,000
Q4 2024

Jan 24, 2025
BUY
N/A
16 Added 0.24%
6,767 $580,000
Q3 2024

Oct 31, 2024
BUY
$85.84 - $85.84 $137,344 - $137,344
1,600 Added 31.06%
6,751 $579,000
Q1 2024

May 15, 2024
SELL
$82.58 - $89.9 $261,365 - $284,533
-3,165 Reduced 38.06%
5,151 $463,000
Q4 2023

Feb 09, 2024
BUY
$70.71 - $85.3 $1,060 - $1,279
15 Added 0.18%
8,316 $705,000
Q3 2023

Oct 26, 2023
SELL
$74.88 - $83.28 $7,488 - $8,328
-100 Reduced 1.19%
8,301 $629,000
Q2 2023

Aug 08, 2023
BUY
$72.17 - $80.16 $216,510 - $240,480
3,000 Added 55.55%
8,401 $670,000
Q1 2023

May 11, 2023
BUY
$65.24 - $76.13 $97,859 - $114,195
1,500 Added 38.45%
5,401 $398,000
Q4 2022

Feb 03, 2023
BUY
$60.7 - $69.78 $32,838 - $37,750
541 Added 16.1%
3,901 $253,000
Q3 2022

Oct 27, 2022
BUY
N/A
200 Added 6.33%
3,360 $201,000
Q2 2022

Aug 01, 2022
SELL
N/A
-14,716 Reduced 82.32%
3,160 $201,000
Q1 2022

Apr 21, 2022
SELL
N/A
-563 Reduced 3.05%
17,876 $1.34 Million
Q4 2021

Feb 14, 2022
BUY
N/A
18,439 New
18,439 $1.4 Million

Others Institutions Holding MOAT

# of Institutions
753
Shares Held
85M
Call Options Held
8.6K
Put Options Held
0
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
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