Ethos Financial Group, LLC MOAT Holdings History
Ethos Financial Group, LLC's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, Ethos Financial Group, LLC held 238,063.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $22.07 Mil. This investment constitutes 2.15% of their stock portfolio, and Ethos Financial Group, LLC now holds 0.17% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2022Q4. And since then Ethos Financial Group, LLC has made 7 purchases of MOAT, at an average price of $78.97, for a total of 238,063.00 shares. Based on historical transaction data and MOAT's current price of $96.10, Ethos Financial Group, LLC's estimated gain on his MOAT holdings is $4.08 Mil, reflecting a 21.69% gain to date.
Ethos Financial Group, LLC MOAT ($96.10) Holding Chart
Ethos Financial 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
