Rooted Wealth Advisors, Inc. MOAT Holdings History
Rooted Wealth Advisors, Inc.'s VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-06-30, Rooted Wealth Advisors, Inc. held 33,796.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $3.26 Mil. This investment constitutes 1.13% of their stock portfolio, and Rooted Wealth Advisors, Inc. now holds 0.02% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2023Q2. And since then Rooted Wealth Advisors, Inc. has made 7 purchases of MOAT, at an average price of $80.85, for a total of 74,318.00 shares. In addition, there have been 2 sales at an average price of $90.81 for 40,522.00 shares. Based on historical transaction data and MOAT's current price of $96.10, Rooted Wealth Advisors, Inc.'s estimated gain on his MOAT holdings is $919,150.26, reflecting a 15.30% gain to date.
Rooted Wealth Advisors, Inc. MOAT ($96.10) Holding Chart
Rooted Wealth Advisors, Inc. 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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