VALLEY FINANCIAL MANAGEMENT, INC. MOAT Holdings History
VALLEY FINANCIAL MANAGEMENT, INC.'s VanEck Morningstar Wide Moat ETF Holding Summary
As of 2023-06-30, VALLEY FINANCIAL MANAGEMENT, INC. held 200,701.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $16.01 Mil. This investment constitutes 8.29% of their stock portfolio, and VALLEY FINANCIAL MANAGEMENT, INC. now holds 0.19% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2023Q1. And since then VALLEY FINANCIAL MANAGEMENT, INC. has made 2 purchases of MOAT, at an average price of $74.26, for a total of 200,701.00 shares. Based on historical transaction data and MOAT's current price of $96.10, VALLEY FINANCIAL MANAGEMENT, INC.'s estimated gain on his MOAT holdings is $4.38 Mil, reflecting a 29.42% gain to date.
VALLEY FINANCIAL MANAGEMENT, INC. MOAT ($96.10) Holding Chart
VALLEY FINANCIAL MANAGEMENT, INC. 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
