9258 WEALTH MANAGEMENT, LLC – VanEck Morningstar Wide Moat ETF Transaction History
9258 WEALTH MANAGEMENT, LLC portfolio value:
$1.16M
portfolio value
9258 WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.87%
quarter
VanEck Morningstar Wide Moat ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -13.11% | -2.91K shares | -258K | $59.99 | 19.33K |
| Q2 2022 | share | Decrease | -13.57% | -3.49K shares | -505K | $63.73 | 22.24K |
| Q1 2022 | share | Increase | +0.14% | 36 shares | -33K | $74.7 | 25.73K |
| Q4 2021 | share | Increase | +46.04% | 8.10K shares | 667K | $76.27 | 25.70K |
| Q3 2021 | share | 0.00% | 0 shares | -14K | $73.25 | 17.6K | |
| Q2 2021 | share | 0.00% | 0 shares | 84K | $74.06 | 17.6K | |
| Q1 2021 | share | 0.00% | 0 shares | 128K | $69.28 | 17.6K | |
| Q4 2020 | share | 0.00% | 0 shares | 156K | $62 | 17.6K | |
| Q3 2020 | share | Decrease | -2.76% | -500 shares | -10K | $53.8 | 17.6K |
| Q2 2020 | share | 0.00% | 0 shares | 64K | $51.47 | 18.1K | |
| Q1 2020 | share | Decrease | -6.34% | -1.22K shares | -178K | $43.11 | 18.1K |
| Q4 2019 | share | Increase | 0.00% | 19.32K shares | 1.05M | $53.99 | 19.32K |