Legacy CG’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,751
| Closed | -$845K | – | 58 |
|
|
2024
Q2 | $845K | Sell |
9,751
-75,300
| -89% | -$6.52M | 0.29% | 44 |
|
|
2024
Q1 | $7.65M | Sell |
85,051
-125,441
| -60% | -$11.3M | 2.77% | 10 |
|
|
2023
Q4 | $17.9M | Buy |
210,492
+7,434
| +4% | +$631K | 6.78% | 2 |
|
|
2023
Q3 | $15.4M | Buy |
+203,058
| New | +$15.4M | 7.16% | 3 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 49 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 99 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 119 |
|