CLS Global Aggressive Equity Fund MOAT Holdings History
CLS Global Aggressive Equity Fund's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2021-10-31, ADVISORONE FUNDS held 180,000.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $13.68 Mil. This investment constitutes 9.93% of their stock portfolio, and ADVISORONE FUNDS now holds 0.18% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2019Q4. In addition, there have been 3 sales at an average price of $67.08 for 91,000.00 shares. Based on historical transaction data and MOAT's current price of $96.10, CLS Global Aggressive Equity Fund's estimated gain on his MOAT holdings is $10.36 Mil, reflecting a 79.38% gain to date.
CLS Global Aggressive Equity Fund MOAT ($96.10) Holding Chart
CLS Global Aggressive Equity Fund 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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