Smart Money Group LLC MOAT Holdings History
Smart Money Group LLC's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, Smart Money Group LLC held 15,413.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $1.36 Mil. This investment constitutes 0.46% of their stock portfolio, and Smart Money Group LLC now holds 0.01% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2023Q1. And since then Smart Money Group LLC has made 4 purchases of MOAT, at an average price of $73.93, for a total of 362,099.00 shares. In addition, there have been 5 sales at an average price of $91.25 for 346,686.00 shares. Based on historical transaction data and MOAT's current price of $98.52, Smart Money Group LLC's estimated gain on his MOAT holdings is $6.38 Mil, reflecting a 23.84% gain to date.
Smart Money Group LLC MOAT ($98.52) Holding Chart
Smart Money Group LLC MOAT ($98.52) 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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