Boomfish Wealth Group, LLC MOAT Holdings History
Boomfish Wealth Group, LLC's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, Boomfish Wealth Group, LLC held 83,977.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $7.39 Mil. This investment constitutes 4.8% of their stock portfolio, and Boomfish Wealth Group, LLC now holds 0.06% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2023Q4. And since then Boomfish Wealth Group, LLC has made 3 purchases of MOAT, at an average price of $78.75, for a total of 88,650.00 shares. In addition, there have been 2 sales at an average price of $91.30 for 4,673.00 shares. Based on historical transaction data and MOAT's current price of $96.10, Boomfish Wealth Group, LLC's estimated gain on his MOAT holdings is $1.52 Mil, reflecting a 21.71% gain to date.
Boomfish Wealth Group, LLC MOAT ($96.10) Holding Chart
Boomfish Wealth Group, LLC MOAT ($96.10) 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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