Joseph Group Capital Management MOAT Holdings History
Number of Shares
125,342.00
Current Holdings Value*
$11.03 Mil
% of Portfolio
4.22%
Total Estimate Gain
$551,504.80
% of Total Estimate Gain
4.78%
Joseph Group Capital Management's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, Joseph Group Capital Management held 125,342.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $11.03 Mil. This investment constitutes 4.22% of their stock portfolio, and Joseph Group Capital Management now holds 0.09% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2025Q1. And since then Joseph Group Capital Management has made 1 purchases of MOAT, at an average price of $92.02, for a total of 125,342.00 shares. Based on historical transaction data and MOAT's current price of $96.42, Joseph Group Capital Management's estimated gain on his MOAT holdings is $551,504.80, reflecting a 4.78% gain to date.
Joseph Group Capital Management MOAT ($96.42) Holding Chart
Joseph Group Capital Management MOAT ($96.42) 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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