Number of Shares
4,802.00
Current Holdings Value*
$422,540.00
% of Portfolio
0.19%
Total Estimate Gain
$684,228.87
% of Total Estimate Gain
7.99%

FLYNN ZITO CAPITAL MANAGEMENT, LLC's VanEck Morningstar Wide Moat ETF Holding Summary

As of 2025-03-31, FLYNN ZITO CAPITAL MANAGEMENT, LLC held 4,802.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $422,540.00. This investment constitutes 0.19% of their stock portfolio, and FLYNN ZITO CAPITAL MANAGEMENT, LLC now holds 0% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.

The initial trade took place in 2023Q4. And since then FLYNN ZITO CAPITAL MANAGEMENT, LLC has made 3 purchases of MOAT, at an average price of $85.75, for a total of 99,835.00 shares. In addition, there have been 3 sales at an average price of $92.28 for 95,033.00 shares. Based on historical transaction data and MOAT's current price of $98.97, FLYNN ZITO CAPITAL MANAGEMENT, LLC's estimated gain on his MOAT holdings is $684,228.87, reflecting a 7.99% gain to date.

FLYNN ZITO CAPITAL MANAGEMENT, LLC MOAT ($98.97) Holding Chart

FLYNN ZITO CAPITAL MANAGEMENT, LLC MOAT ($98.97) 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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