Provident Wealth Management, LLC MOAT Holdings History
Provident Wealth Management, LLC's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-06-30, Provident Wealth Management, LLC held 23,404.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $2.20 Mil. This investment constitutes 0.72% of their stock portfolio, and Provident Wealth Management, LLC now holds 0.02% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2021Q1. And since then Provident Wealth Management, LLC has made 7 purchases of MOAT, at an average price of $67.58, for a total of 198,854.00 shares. In addition, there have been 11 sales at an average price of $87.40 for 175,450.00 shares. Based on historical transaction data and MOAT's current price of $96.10, Provident Wealth Management, LLC's estimated gain on his MOAT holdings is $4.14 Mil, reflecting a 30.84% gain to date.
Provident Wealth Management, LLC MOAT ($96.10) Holding Chart
Provident Wealth Management, LLC 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 % | |||
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