Marshall & Sterling Wealth Advisors Inc. MOAT Holdings History
Marshall & Sterling Wealth Advisors Inc.'s VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, Marshall & Sterling Wealth Advisors Inc. held 94,607.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $8.33 Mil. This investment constitutes 5.66% of their stock portfolio, and Marshall & Sterling Wealth Advisors Inc. now holds 0.07% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2024Q4. And since then Marshall & Sterling Wealth Advisors Inc. has made 1 purchases of MOAT, at an average price of $96.32, for a total of 94,607.00 shares. Based on historical transaction data and MOAT's current price of $96.10, Marshall & Sterling Wealth Advisors Inc.'s estimated gain on his MOAT holdings is $-20,841.58, reflecting a -0.23% gain to date.
Marshall & Sterling Wealth Advisors Inc. MOAT ($96.10) Holding Chart
Marshall & Sterling Wealth Advisors Inc. MOAT ($96.10) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
