Foguth Wealth Management, LLC. MOAT Holdings History
Number of Shares
304,581.00
Current Holdings Value*
$26.80 Mil
% of Portfolio
6.5%
Total Estimate Gain
$1.57 Mil
% of Total Estimate Gain
5.67%
Foguth Wealth Management, LLC.'s VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, Foguth Wealth Management, LLC. held 304,581.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $26.80 Mil. This investment constitutes 6.5% of their stock portfolio, and Foguth Wealth Management, LLC. now holds 0.21% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2024Q1. And since then Foguth Wealth Management, LLC. has made 4 purchases of MOAT, at an average price of $90.94, for a total of 304,581.00 shares. Based on historical transaction data and MOAT's current price of $96.10, Foguth Wealth Management, LLC.'s estimated gain on his MOAT holdings is $1.57 Mil, reflecting a 5.67% gain to date.
Foguth Wealth Management, LLC. MOAT ($96.10) Holding Chart
Foguth Wealth Management, 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 % |
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