Compass Advisory Group LLC MOAT Holdings History
Compass Advisory Group LLC's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, Compass Advisory Group LLC held 86,552.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $7.62 Mil. This investment constitutes 2.65% of their stock portfolio, and Compass Advisory Group LLC now holds 0.06% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2024Q4. And since then Compass Advisory Group LLC has made 2 purchases of MOAT, at an average price of $96.08, for a total of 86,552.00 shares. Based on historical transaction data and MOAT's current price of $93.01, Compass Advisory Group LLC's estimated gain on his MOAT holdings is $-265,794.02, reflecting a -3.20% gain to date.
Compass Advisory Group LLC MOAT ($93.01) Holding Chart
Compass Advisory Group LLC MOAT ($93.01) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
