Number of Shares
57,131.00
Current Holdings Value*
$5.36 Mil
% of Portfolio
2.82%
Total Estimate Gain
$929,810.74
% of Total Estimate Gain
19.47%

Midwest Financial Group LLC's VanEck Morningstar Wide Moat ETF Holding Summary

As of 2025-06-30, Midwest Financial Group LLC held 57,131.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $5.36 Mil. This investment constitutes 2.82% of their stock portfolio, and Midwest Financial Group LLC now holds 0.04% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.

The initial trade took place in 2023Q4. And since then Midwest Financial Group LLC has made 6 purchases of MOAT, at an average price of $82.38, for a total of 57,963.00 shares. In addition, there have been 1 sales at an average price of $96.33 for 832.00 shares. Based on historical transaction data and MOAT's current price of $98.45, Midwest Financial Group LLC's estimated gain on his MOAT holdings is $929,810.74, reflecting a 19.47% gain to date.

Midwest Financial Group LLC MOAT ($98.45) Holding Chart

Midwest Financial Group LLC MOAT ($98.45) 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