Number of Shares
15,413.00
Current Holdings Value*
$1.36 Mil
% of Portfolio
0.46%
Total Estimate Gain
$6.38 Mil
% of Total Estimate Gain
23.84%

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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