Aspen Wealth Strategies, LLC MOAT Holdings History
Aspen Wealth Strategies, LLC's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, Aspen Wealth Strategies, LLC held 190,236.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $16.74 Mil. This investment constitutes 10.97% of their stock portfolio, and Aspen Wealth Strategies, LLC now holds 0.13% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2022Q4. And since then Aspen Wealth Strategies, LLC has made 6 purchases of MOAT, at an average price of $78.13, for a total of 225,149.00 shares. In addition, there have been 2 sales at an average price of $92.76 for 34,913.00 shares. Based on historical transaction data and MOAT's current price of $95.85, Aspen Wealth Strategies, LLC's estimated gain on his MOAT holdings is $3.88 Mil, reflecting a 22.07% gain to date.
Aspen Wealth Strategies, LLC MOAT ($95.85) Holding Chart
Aspen Wealth Strategies, LLC MOAT ($95.85) 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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