S.E.E.D. Planning Group LLC MOAT Holdings History
S.E.E.D. Planning Group LLC's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-06-30, S.E.E.D. Planning Group LLC held 144,028.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $13.51 Mil. This investment constitutes 4.23% of their stock portfolio, and S.E.E.D. Planning Group LLC now holds 0.11% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2020Q1. And since then S.E.E.D. Planning Group LLC has made 12 purchases of MOAT, at an average price of $68.72, for a total of 373,187.00 shares. In addition, there have been 10 sales at an average price of $71.70 for 229,159.00 shares. Based on historical transaction data and MOAT's current price of $96.42, S.E.E.D. Planning Group LLC's estimated gain on his MOAT holdings is $4.67 Mil, reflecting a 18.22% gain to date.
S.E.E.D. Planning Group LLC MOAT ($96.42) Holding Chart
S.E.E.D. Planning Group LLC 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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