Boyce & Associates Wealth Consulting, Inc. MOAT Holdings History
Boyce & Associates Wealth Consulting, Inc.'s VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-06-30, Boyce & Associates Wealth Consulting, Inc. held 119,008.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $11.16 Mil. This investment constitutes 10.19% of their stock portfolio, and Boyce & Associates Wealth Consulting, Inc. now holds 0.09% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2022Q2. And since then Boyce & Associates Wealth Consulting, Inc. has made 8 purchases of MOAT, at an average price of $71.77, for a total of 471,182.00 shares. In addition, there have been 7 sales at an average price of $71.76 for 352,174.00 shares. Based on historical transaction data and MOAT's current price of $97.30, Boyce & Associates Wealth Consulting, Inc.'s estimated gain on his MOAT holdings is $3.03 Mil, reflecting a 8.97% gain to date.
Boyce & Associates Wealth Consulting, Inc. MOAT ($97.30) Holding Chart
Boyce & Associates Wealth Consulting, Inc. 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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