SENTINEL PENSION ADVISORS, LLC MOAT Holdings History
SENTINEL PENSION ADVISORS, LLC's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-06-30, SENTINEL PENSION ADVISORS, LLC held 19,389.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $1.82 Mil. This investment constitutes 0.31% of their stock portfolio, and SENTINEL PENSION ADVISORS, LLC now holds 0.01% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2021Q2. And since then SENTINEL PENSION ADVISORS, LLC has made 11 purchases of MOAT, at an average price of $74.79, for a total of 101,186.00 shares. In addition, there have been 6 sales at an average price of $78.89 for 81,797.00 shares. Based on historical transaction data and MOAT's current price of $97.30, SENTINEL PENSION ADVISORS, LLC's estimated gain on his MOAT holdings is $771,709.73, reflecting a 10.20% gain to date.
SENTINEL PENSION ADVISORS, LLC MOAT ($97.30) Holding Chart
SENTINEL PENSION ADVISORS, LLC MOAT ($97.30) 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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