Number of Shares
54,720.00
Current Holdings Value*
$4.82 Mil
% of Portfolio
0.3%
Total Estimate Gain
$2.38 Mil
% of Total Estimate Gain
23.66%

THOROUGHBRED FINANCIAL SERVICES, LLC's VanEck Morningstar Wide Moat ETF Holding Summary

As of 2025-03-31, THOROUGHBRED FINANCIAL SERVICES, LLC held 54,720.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $4.82 Mil. This investment constitutes 0.3% of their stock portfolio, and THOROUGHBRED FINANCIAL SERVICES, LLC now holds 0.04% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.

The initial trade took place in 2021Q2. And since then THOROUGHBRED FINANCIAL SERVICES, LLC has made 12 purchases of MOAT, at an average price of $75.57, for a total of 133,381.00 shares. In addition, there have been 4 sales at an average price of $91.61 for 78,661.00 shares. Based on historical transaction data and MOAT's current price of $96.10, THOROUGHBRED FINANCIAL SERVICES, LLC's estimated gain on his MOAT holdings is $2.38 Mil, reflecting a 23.66% gain to date.

THOROUGHBRED FINANCIAL SERVICES, LLC MOAT ($96.10) Holding Chart

THOROUGHBRED FINANCIAL SERVICES, 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 %

Top Ranked Articles

  • 1