AFFINIA FINANCIAL GROUP, LLC MOAT Holdings History
AFFINIA FINANCIAL GROUP, LLC's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2023-06-30, AFFINIA FINANCIAL GROUP, LLC held 367,132.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $30.03 Mil. This investment constitutes 20.81% of their stock portfolio, and AFFINIA FINANCIAL GROUP, LLC now holds 0.34% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2020Q2. And since then AFFINIA FINANCIAL GROUP, LLC has made 11 purchases of MOAT, at an average price of $59.23, for a total of 413,960.00 shares. In addition, there have been 2 sales at an average price of $71.35 for 46,828.00 shares. Based on historical transaction data and MOAT's current price of $97.30, AFFINIA FINANCIAL GROUP, LLC's estimated gain on his MOAT holdings is $14.54 Mil, reflecting a 59.32% gain to date.
AFFINIA FINANCIAL GROUP, LLC MOAT ($97.30) Holding Chart
AFFINIA FINANCIAL GROUP, LLC MOAT ($97.30) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
