Buttonwood Financial Advisors Inc. MOAT Holdings History
Buttonwood Financial Advisors Inc.'s VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, Buttonwood Financial Advisors Inc. held 273,332.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $24.05 Mil. This investment constitutes 10.57% of their stock portfolio, and Buttonwood Financial Advisors Inc. now holds 0.18% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2021Q4. And since then Buttonwood Financial Advisors Inc. has made 13 purchases of MOAT, at an average price of $79.03, for a total of 273,332.00 shares. Based on historical transaction data and MOAT's current price of $96.52, Buttonwood Financial Advisors Inc.'s estimated gain on his MOAT holdings is $4.78 Mil, reflecting a 22.13% gain to date.
Buttonwood Financial Advisors Inc. MOAT ($96.52) Holding Chart
Buttonwood Financial Advisors Inc. MOAT ($96.52) 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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