New England Private Wealth Advisors LLC MOAT Holdings History
New England Private Wealth Advisors LLC's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, New England Private Wealth Advisors LLC held 173,397.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $15.26 Mil. This investment constitutes 2.36% of their stock portfolio, and New England Private Wealth Advisors LLC now holds 0.12% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2023Q2. And since then New England Private Wealth Advisors LLC has made 4 purchases of MOAT, at an average price of $77.72, for a total of 246,143.00 shares. In addition, there have been 4 sales at an average price of $94.70 for 72,746.00 shares. Based on historical transaction data and MOAT's current price of $95.13, New England Private Wealth Advisors LLC's estimated gain on his MOAT holdings is $4.25 Mil, reflecting a 22.23% gain to date.
New England Private Wealth Advisors LLC MOAT ($95.13) Holding Chart
New England Private Wealth Advisors LLC MOAT ($95.13) 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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