Legacy Private Trust’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 | $694K | Sell |
7,398
-49
| -0.7% | -$4.6K | 0.04% | 173 |
|
|
2025
Q1 | $655K | Sell |
7,447
-1,194
| -14% | -$105K | 0.05% | 171 |
|
|
2024
Q4 | $801K | Buy |
8,641
+690
| +9% | +$64K | 0.05% | 159 |
|
|
2024
Q3 | $771K | Sell |
7,951
-10
| -0.1% | -$969 | 0.05% | 161 |
|
|
2024
Q2 | $690K | Buy |
7,961
+646
| +9% | +$56K | 0.05% | 157 |
|
|
2024
Q1 | $658K | Sell |
7,315
-1,550
| -17% | -$139K | 0.05% | 158 |
|
|
2023
Q4 | $752K | Sell |
8,865
-405
| -4% | -$34.4K | 0.06% | 151 |
|
|
2023
Q3 | $703K | Sell |
9,270
-1,029
| -10% | -$78K | 0.06% | 154 |
|
|
2023
Q2 | $822K | Sell |
10,299
-9
| -0.1% | -$718 | 0.07% | 141 |
|
|
2023
Q1 | $761K | Sell |
10,308
-1,998
| -16% | -$148K | 0.06% | 152 |
|
|
2022
Q4 | $799K | Sell |
12,306
-817
| -6% | -$53K | 0.07% | 151 |
|
|
2022
Q3 | $787K | Buy |
13,123
+1,497
| +13% | +$89.8K | 0.07% | 143 |
|
|
2022
Q2 | $741K | Sell |
11,626
-10,755
| -48% | -$685K | 0.07% | 146 |
|
|
2022
Q1 | $1.67M | Sell |
22,381
-71,845
| -76% | -$5.36M | 0.13% | 123 |
|
|
2021
Q4 | $7.17M | Buy |
94,226
+20,963
| +29% | +$1.6M | 0.54% | 46 |
|
|
2021
Q3 | $5.37M | Buy |
73,263
+30,236
| +70% | +$2.21M | 0.43% | 64 |
|
|
2021
Q2 | $3.19M | Buy |
43,027
+12,906
| +43% | +$956K | 0.27% | 83 |
|
|
2021
Q1 | $2.09M | Buy |
+30,121
| New | +$2.09M | 0.19% | 99 |
|