Number of Shares
49,671.00
Current Holdings Value*
$4.37 Mil
% of Portfolio
3.93%
Total Estimate Gain
$112,645.77
% of Total Estimate Gain
2.36%

IMG Wealth Management, Inc.'s VanEck Morningstar Wide Moat ETF Holding Summary

As of 2025-03-31, IMG Wealth Management, Inc. held 49,671.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $4.37 Mil. This investment constitutes 3.93% of their stock portfolio, and IMG Wealth Management, Inc. now holds 0.03% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.

The initial trade took place in 2024Q4. And since then IMG Wealth Management, Inc. has made 1 purchases of MOAT, at an average price of $96.13, for a total of 49,671.00 shares. Based on historical transaction data and MOAT's current price of $98.40, IMG Wealth Management, Inc.'s estimated gain on his MOAT holdings is $112,645.77, reflecting a 2.36% gain to date.

IMG Wealth Management, Inc. MOAT ($98.40) Holding Chart

IMG Wealth Management, Inc. MOAT ($98.40) 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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