Ratio Wealth Group MOAT Holdings History
Ratio Wealth Group's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2024-03-31, Ratio Wealth Group held 217,807.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $19.58 Mil. This investment constitutes 3.65% of their stock portfolio, and Ratio Wealth Group now holds -% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2023Q4. And since then Ratio Wealth Group has made 2 purchases of MOAT, at an average price of $78.22, for a total of 217,807.00 shares. Based on historical transaction data and MOAT's current price of $96.42, Ratio Wealth Group's estimated gain on his MOAT holdings is $3.96 Mil, reflecting a 23.27% gain to date.
Ratio Wealth Group MOAT ($96.42) Holding Chart
Ratio Wealth Group MOAT ($96.42) 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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