Number of Shares
250,011.00
Current Holdings Value*
$23.45 Mil
% of Portfolio
1.83%
Total Estimate Gain
$1.23 Mil
% of Total Estimate Gain
3.98%

Signal Advisors Wealth, LLC's VanEck Morningstar Wide Moat ETF Holding Summary

As of 2025-06-30, Signal Advisors Wealth, LLC held 250,011.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $23.45 Mil. This investment constitutes 1.83% of their stock portfolio, and Signal Advisors Wealth, LLC now holds 0.18% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.

The initial trade took place in 2023Q4. And since then Signal Advisors Wealth, LLC has made 4 purchases of MOAT, at an average price of $90.12, for a total of 342,655.00 shares. In addition, there have been 2 sales at an average price of $87.23 for 92,644.00 shares. Based on historical transaction data and MOAT's current price of $96.10, Signal Advisors Wealth, LLC's estimated gain on his MOAT holdings is $1.23 Mil, reflecting a 3.98% gain to date.

Signal Advisors Wealth, LLC MOAT ($96.10) Holding Chart

Signal Advisors Wealth, 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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