Virtus Wealth Solutions LLC MOAT Holdings History
Virtus Wealth Solutions LLC's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, Virtus Wealth Solutions LLC held 268,259.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $23.61 Mil. This investment constitutes 7.16% of their stock portfolio, and Virtus Wealth Solutions LLC now holds 0.18% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $92.02 for 4,193.00 shares. Based on historical transaction data and MOAT's current price of $96.10, Virtus Wealth Solutions LLC's estimated gain on his MOAT holdings is $-79,771.40, reflecting a -0.30% gain to date.
Virtus Wealth Solutions LLC MOAT ($96.10) Holding Chart
Virtus Wealth Solutions 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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