Archford Capital Strategies, LLC MOAT Holdings History
Archford Capital Strategies, LLC's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-06-30, Archford Capital Strategies, LLC held 34,687.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $3.25 Mil. This investment constitutes 0.42% of their stock portfolio, and Archford Capital Strategies, LLC now holds 0.03% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2020Q1. And since then Archford Capital Strategies, LLC has made 16 purchases of MOAT, at an average price of $64.80, for a total of 142,983.00 shares. In addition, there have been 6 sales at an average price of $91.45 for 108,296.00 shares. Based on historical transaction data and MOAT's current price of $98.45, Archford Capital Strategies, LLC's estimated gain on his MOAT holdings is $4.05 Mil, reflecting a 43.74% gain to date.
Archford Capital Strategies, LLC MOAT ($98.45) Holding Chart
Archford Capital Strategies, LLC MOAT ($98.45) 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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