Whitaker-Myers Wealth Managers, LTD. MOAT Holdings History
Whitaker-Myers Wealth Managers, LTD.'s VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-06-30, Whitaker-Myers Wealth Managers, LTD. held 658,546.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $61.77 Mil. This investment constitutes 15.56% of their stock portfolio, and Whitaker-Myers Wealth Managers, LTD. now holds 0.49% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2023Q1. And since then Whitaker-Myers Wealth Managers, LTD. has made 10 purchases of MOAT, at an average price of $78.00, for a total of 658,546.00 shares. Based on historical transaction data and MOAT's current price of $96.10, Whitaker-Myers Wealth Managers, LTD.'s estimated gain on his MOAT holdings is $11.92 Mil, reflecting a 23.21% gain to date.
Whitaker-Myers Wealth Managers, LTD. MOAT ($96.10) Holding Chart
Whitaker-Myers Wealth Managers, LTD. 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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