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Legacy Capital Group California’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Legacy Capital Group California’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,666
Closed -$532K – 286
2023
Q2 		$532K Buy
+6,666
New +$502K 0.22% 144

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Ameriprise
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Wells Fargo
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RJA
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Legacy Capital Group California's MOAT Position: Q3 2023 in Review

Legacy Capital Group California sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2023, closing a stake of 6,666 shares — an estimated $532K sold.

Legacy Capital Group California first reported a position in MOAT in Q2 2023 and held it in 1 quarter. The position peaked at $532K in Q2 2023. 520 funds tracked by Wall St. Rank hold MOAT as of Q3 2023.

  • Legacy Capital Group California reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 6,666 VanEck Morningstar Wide Moat ETF shares in Q3 2023, an estimated $532K.
  • Legacy Capital Group California first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and held it in 1 quarter.
  • Legacy Capital Group California's VanEck Morningstar Wide Moat ETF position peaked at $532K in Q2 2023.
  • 520 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2023.

Based on Legacy Capital Group California's 13F filing for Q3 2023, filed 6 Nov 2023.