SFG Wealth Management, LLC. MOAT Holdings History
SFG Wealth Management, LLC.'s VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, SFG Wealth Management, LLC. held - shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling N/A. This investment constitutes 0% of their stock portfolio, and SFG Wealth Management, LLC. now holds 0% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2021Q4. And since then SFG Wealth Management, LLC. has made 5 purchases of MOAT, at an average price of $76.30, for a total of 82,523.00 shares. In addition, there have been 6 sales at an average price of $82.62 for 82,523.00 shares. Based on historical transaction data and MOAT's current price of $96.10, SFG Wealth Management, LLC.'s estimated gain on his MOAT holdings is $521,910.22, reflecting a 8.29% gain to date.
SFG Wealth Management, LLC. MOAT ($96.10) Holding Chart
SFG Wealth Management, LLC. 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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