Stonebridge Financial Planning Group, LLC MOAT Holdings History
Stonebridge Financial Planning Group, LLC's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, Stonebridge Financial Planning Group, LLC held 44,528.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $3.92 Mil. This investment constitutes 1.79% of their stock portfolio, and Stonebridge Financial Planning Group, LLC now holds 0.03% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2023Q3. And since then Stonebridge Financial Planning Group, LLC has made 7 purchases of MOAT, at an average price of $87.80, for a total of 44,528.00 shares. Based on historical transaction data and MOAT's current price of $95.39, Stonebridge Financial Planning Group, LLC's estimated gain on his MOAT holdings is $337,947.50, reflecting a 8.64% gain to date.
Stonebridge Financial Planning Group, LLC MOAT ($95.39) Holding Chart
Stonebridge Financial Planning Group, LLC MOAT ($95.39) 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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