Summit Asset Management, LLC MOAT Holdings History
Summit Asset Management, LLC's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, Summit Asset Management, LLC held 372,994.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $32.82 Mil. This investment constitutes 5.68% of their stock portfolio, and Summit Asset Management, LLC now holds 0.26% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2019Q3. And since then Summit Asset Management, LLC has made 22 purchases of MOAT, at an average price of $72.49, for a total of 373,111.00 shares. In addition, there have been 1 sales at an average price of $75.10 for 117.00 shares. Based on historical transaction data and MOAT's current price of $96.10, Summit Asset Management, LLC's estimated gain on his MOAT holdings is $8.81 Mil, reflecting a 32.56% gain to date.
Summit Asset Management, LLC MOAT ($96.10) Holding Chart
Summit Asset 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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