LAUREL WEALTH PLANNING LLC – VanEck Morningstar Wide Moat ETF Transaction History
LAUREL WEALTH PLANNING LLC portfolio value:
$4.47M
portfolio value
LAUREL WEALTH PLANNING 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 | -1.27% | -960 shares | -340K | $59.99 | 74.64K |
| Q2 2022 | share | Increase | +37.59% | 20.65K shares | 713K | $63.73 | 75.60K |
| Q1 2022 | share | Increase | +14.99% | 7.16K shares | 468K | $74.7 | 54.94K |
| Q4 2021 | share | Increase | +25.95% | 9.84K shares | 858K | $76.27 | 47.78K |
| Q3 2021 | share | Increase | +0.33% | 123 shares | -22K | $73.25 | 37.94K |
| Q2 2021 | share | Decrease | -6.41% | -2.58K shares | 2K | $74.06 | 37.81K |
| Q1 2021 | share | Decrease | -0.11% | -46 shares | 291K | $69.28 | 40.40K |
| Q4 2020 | share | Increase | 0.00% | 40.45K shares | 2.50M | $62 | 40.45K |