REGATTA CAPITAL GROUP, LLC MOAT Holdings History
REGATTA CAPITAL GROUP, LLC's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-06-30, REGATTA CAPITAL GROUP, LLC held 458,699.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $43.02 Mil. This investment constitutes 7.39% of their stock portfolio, and REGATTA CAPITAL GROUP, LLC now holds 0.34% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2021Q4. And since then REGATTA CAPITAL GROUP, LLC has made 11 purchases of MOAT, at an average price of $76.25, for a total of 613,853.00 shares. In addition, there have been 2 sales at an average price of $80.52 for 155,154.00 shares. Based on historical transaction data and MOAT's current price of $98.45, REGATTA CAPITAL GROUP, LLC's estimated gain on his MOAT holdings is $10.85 Mil, reflecting a 23.17% gain to date.
REGATTA CAPITAL GROUP, LLC MOAT ($98.45) Holding Chart
REGATTA CAPITAL 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 % | |||
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