Legacy Capital Wealth Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
2,435
-1,508
| -38% | -$141K | 0.05% | 343 |
|
|
2025
Q1 | $347K | Buy |
3,943
+868
| +28% | +$76.4K | 0.09% | 256 |
|
|
2024
Q4 | $285K | Hold |
3,075
| – | – | 0.07% | 281 |
|
|
2024
Q3 | $298K | Sell |
3,075
-1,650
| -35% | -$160K | 0.06% | 274 |
|
|
2024
Q2 | $409K | Buy |
+4,725
| New | +$409K | 0.1% | 191 |
|
|
2024
Q1 | – | Sell |
-5,186
| Closed | -$440K | – | 257 |
|
|
2023
Q4 | $440K | Buy |
5,186
+1,650
| +47% | +$140K | 0.12% | 163 |
|
|
2023
Q3 | $268K | Buy |
+3,536
| New | +$268K | 0.07% | 225 |
|