Laurel Wealth Planning LLC MOAT Holdings History
Laurel Wealth Planning LLC's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, Laurel Wealth Planning LLC held 70,793.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $6.23 Mil. This investment constitutes 4.14% of their stock portfolio, and Laurel Wealth Planning LLC now holds 0.05% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2020Q4. And since then Laurel Wealth Planning LLC has made 9 purchases of MOAT, at an average price of $67.58, for a total of 102,687.00 shares. In addition, there have been 8 sales at an average price of $90.05 for 31,894.00 shares. Based on historical transaction data and MOAT's current price of $95.85, Laurel Wealth Planning LLC's estimated gain on his MOAT holdings is $2.72 Mil, reflecting a 39.16% gain to date.
Laurel Wealth Planning LLC MOAT ($95.85) Holding Chart
Laurel Wealth Planning LLC MOAT ($95.85) 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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