Legacy Capital Wealth Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Legacy Capital Wealth Partners’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
2025 Q3	$241K	Hold
2025 Q2	$228K	Sell
2025 Q1	$347K	Buy
2024 Q4	$285K	Hold
2024 Q3	$298K	Sell
2024 Q2	$409K	Buy
2024 Q1	–	Sell
2023 Q4	$440K	Buy
2023 Q3	$268K	Buy