Accredited Wealth Management, LLC MOAT Holdings History
Accredited Wealth Management, LLC's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, Accredited Wealth Management, LLC held 85,748.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $7.55 Mil. This investment constitutes 6.37% of their stock portfolio, and Accredited Wealth Management, LLC now holds 0.06% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2024Q4. And since then Accredited Wealth Management, LLC has made 1 purchases of MOAT, at an average price of $96.25, for a total of 85,748.00 shares. Based on historical transaction data and MOAT's current price of $97.30, Accredited Wealth Management, LLC's estimated gain on his MOAT holdings is $90,381.88, reflecting a 1.10% gain to date.
Accredited Wealth Management, LLC MOAT ($97.30) Holding Chart
Accredited Wealth Management, 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 % | |||
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