Western Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History

Western Wealth Management, LLC

$321 Million
Q4 2024

A detailed history of Western Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Western Wealth Management, LLC holds 4,620 shares of MOAT stock, worth $396,580. This represents 0.12% of its overall portfolio holdings.

Number of Shares

4,620

Previous 76,060 93.93%

Holding current value

$396,580

Previous $6.53 Million 93.93%

% of portfolio

0.12%

Previous 0.38%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	SELL	N/A	-71,440 Reduced 93.93%	4,620 $396,000
Q3 2024 Nov 12, 2024	BUY	$85.84 - $85.84 $2.06 Million - $2.06 Million	24,044 Added 46.22%	76,060 $6.53 Million
Q2 2024 Jul 19, 2024	SELL	$83.97 - $89.72 $3.33 Million - $3.56 Million	-39,698 Reduced 43.28%	52,016 $4.51 Million
Q1 2024 May 02, 2024	BUY	$82.58 - $89.9 $160,948 - $175,215	1,949 Added 2.17%	91,714 $8.25 Million
Q4 2023 Jan 31, 2024	BUY	$70.71 - $85.3 $254,202 - $306,653	3,595 Added 4.17%	89,765 $7.62 Million
Q3 2023 Nov 07, 2023	BUY	$74.88 - $83.28 $2.41 Million - $2.68 Million	32,226 Added 59.74%	86,170 $6.54 Million
Q2 2023 Aug 30, 2023	BUY	$72.17 - $80.16 $438,432 - $486,972	6,075 Added 12.69%	53,944 $4.3 Million
Q1 2023 Aug 30, 2023	BUY	$65.24 - $76.13 $327,178 - $381,791	5,015 Added 11.7%	47,869 $3.53 Million
Q4 2022 Feb 02, 2023	SELL	$60.7 - $69.78 $1.33 Million - $1.53 Million	-21,952 Reduced 33.87%	42,854 $2.78 Million
Q3 2022 Nov 04, 2022	BUY	N/A	14,823 Added 29.66%	64,806 $3.89 Million
Q2 2022 Jul 18, 2022	BUY	N/A	4,181 Added 9.13%	49,983 $3.18 Million
Q1 2022 May 10, 2022	BUY	N/A	24,434 Added 114.35%	45,802 $3.42 Million
Q4 2021 Feb 14, 2022	BUY	N/A	15,183 Added 245.48%	21,368 $1.63 Million
Q2 2021 Aug 09, 2021	BUY	N/A	6,185 New	6,185 $462,000

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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Western Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History