WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC – VanEck Morningstar Wide Moat ETF Transaction History
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC portfolio value:
$287,000
portfolio value
WALLED LAKE PLANNING & 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 | Increase | +11.66% | 500 shares | 14K | $59.99 | 4.78K |
| Q2 2022 | share | Increase | +15.36% | 571 shares | -5K | $63.73 | 4.28K |
| Q1 2022 | share | Decrease | -36.70% | -2.15K shares | -169K | $74.7 | 3.71K |
| Q4 2021 | share | Increase | +208.35% | 3.96K shares | 307K | $76.27 | 5.87K |
| Q3 2021 | share | Increase | +30.03% | 440 shares | 32K | $73.25 | 1.90K |
| Q2 2021 | share | Increase | +13.83% | 178 shares | 19K | $74.06 | 1.46K |
| Q1 2021 | share | Increase | +19.28% | 208 shares | 22K | $69.28 | 1.28K |
| Q4 2020 | share | Increase | +37.98% | 297 shares | 24K | $62 | 1.07K |
| Q3 2020 | share | Increase | +41.92% | 231 shares | 14K | $53.8 | 782 |
| Q2 2020 | share | Increase | 0.00% | 551 shares | 29K | $51.47 | 551 |