MinichMacGregor Wealth Management, LLC MOAT Holdings History
MinichMacGregor Wealth Management, LLC's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-06-30, MinichMacGregor Wealth Management, LLC held 41,510.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $3.89 Mil. This investment constitutes 0.83% of their stock portfolio, and MinichMacGregor Wealth Management, LLC now holds 0.03% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2020Q2. And since then MinichMacGregor Wealth Management, LLC has made 5 purchases of MOAT, at an average price of $77.48, for a total of 307,396.00 shares. In addition, there have been 4 sales at an average price of $86.13 for 265,886.00 shares. Based on historical transaction data and MOAT's current price of $98.45, MinichMacGregor Wealth Management, LLC's estimated gain on his MOAT holdings is $3.17 Mil, reflecting a 13.31% gain to date.
MinichMacGregor Wealth Management, LLC MOAT ($98.45) Holding Chart
MinichMacGregor Wealth Management, 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 % | |||
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