Leelyn Smith, LLC MOAT Holdings History

Number of Shares
488,447.00
Current Holdings Value*
$42.98 Mil
% of Portfolio
7.64%
Total Estimate Gain
$17.68 Mil
% of Total Estimate Gain
53.81%

Leelyn Smith, LLC's VanEck Morningstar Wide Moat ETF Holding Summary

As of 2025-03-31, Leelyn Smith, LLC held 488,447.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $42.98 Mil. This investment constitutes 7.64% of their stock portfolio, and Leelyn Smith, LLC now holds 0.34% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.

The initial trade took place in 2019Q4. And since then Leelyn Smith, LLC has made 18 purchases of MOAT, at an average price of $62.56, for a total of 525,206.00 shares. In addition, there have been 3 sales at an average price of $67.80 for 36,759.00 shares. Based on historical transaction data and MOAT's current price of $98.37, Leelyn Smith, LLC's estimated gain on his MOAT holdings is $17.68 Mil, reflecting a 53.81% gain to date.

Leelyn Smith, LLC MOAT ($98.37) Holding Chart

Leelyn Smith, LLC MOAT ($98.37) 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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