Wolff Financial Management LLC Vaneck Morningstar Wide Moat E Transaction History

Wolff Financial Management LLC

  • $418 Million
  • Q3 2025

A detailed history of Wolff Financial Management LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Wolff Financial Management LLC holds 2,029 shares of MOAT stock, worth $174,169. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,029
Previous 2,918 30.47%
Holding current value
$174,169
Previous $274,000 36.5%
% of portfolio
0.04%
Previous 0.07%

Shares

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

Oct 20, 2025
SELL
N/A
-889 Reduced 30.47%
2,029 $174,000
Q4 2024

Jan 21, 2025
BUY
N/A
12 Added 0.41%
2,918 $271,000
Q3 2024

Oct 24, 2024
SELL
$85.84 - $85.84 $155,112 - $155,112
-1,807 Reduced 38.34%
2,906 $282,000
Q1 2024

Apr 24, 2024
SELL
$82.58 - $89.9 $17,754 - $19,328
-215 Reduced 4.36%
4,713 $424,000
Q4 2023

Jan 25, 2024
BUY
$70.71 - $85.3 $65,901 - $79,499
932 Added 23.32%
4,928 $418,000
Q4 2022

Feb 06, 2023
BUY
$60.7 - $69.78 $849 - $976
14 Added 0.35%
3,996 $259,000
Q4 2021

Feb 08, 2022
BUY
N/A
11 Added 0.28%
3,982 $303,000
Q3 2021

Nov 12, 2021
BUY
N/A
884 Added 28.64%
3,971 $291,000
Q1 2021

May 13, 2021
BUY
N/A
3,087 New
3,087 $214,000

About VANECK MORNINGSTAR WIDE MOAT E

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
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