James J. Burns & Company, LLC MOAT Holdings History
James J. Burns & Company, LLC's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-06-30, James J. Burns & Company, LLC held 154,250.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $14.47 Mil. This investment constitutes 2.36% of their stock portfolio, and James J. Burns & Company, LLC now holds 0.12% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2022Q3. And since then James J. Burns & Company, LLC has made 10 purchases of MOAT, at an average price of $80.63, for a total of 178,814.00 shares. In addition, there have been 1 sales at an average price of $85.80 for 24,564.00 shares. Based on historical transaction data and MOAT's current price of $98.97, James J. Burns & Company, LLC's estimated gain on his MOAT holdings is $2.96 Mil, reflecting a 20.50% gain to date.
James J. Burns & Company, LLC MOAT ($98.97) Holding Chart
James J. Burns & Company, 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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