Activest Wealth Management MOAT Holdings History
Activest Wealth Management's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, Activest Wealth Management held 233,225.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $20.52 Mil. This investment constitutes 5.5% of their stock portfolio, and Activest Wealth Management now holds 0.16% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2021Q1. And since then Activest Wealth Management has made 9 purchases of MOAT, at an average price of $73.51, for a total of 636,135.00 shares. In addition, there have been 6 sales at an average price of $74.39 for 402,910.00 shares. Based on historical transaction data and MOAT's current price of $96.86, Activest Wealth Management's estimated gain on his MOAT holdings is $5.80 Mil, reflecting a 12.41% gain to date.
Activest Wealth Management MOAT ($96.86) Holding Chart
Activest Wealth Management MOAT ($96.86) 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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