Planned Solutions, Inc. MOAT Holdings History
Planned Solutions, Inc.'s VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, Planned Solutions, Inc. held 299,076.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $26.32 Mil. This investment constitutes 10.66% of their stock portfolio, and Planned Solutions, Inc. now holds 0.2% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2020Q3. And since then Planned Solutions, Inc. has made 12 purchases of MOAT, at an average price of $57.54, for a total of 345,108.00 shares. In addition, there have been 5 sales at an average price of $72.84 for 46,032.00 shares. Based on historical transaction data and MOAT's current price of $98.97, Planned Solutions, Inc.'s estimated gain on his MOAT holdings is $13.09 Mil, reflecting a 65.94% gain to date.
Planned Solutions, Inc. MOAT ($98.97) Holding Chart
Planned Solutions, Inc. MOAT ($98.97) 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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