Legacy Solutions LLC’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Legacy Solutions LLC’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
2026 Q2	$1.46M	Sell	14,040 -32,916	-70%	-$3.33M	1.18%	19
2026 Q1	$4.54M	Sell	46,956 -11,166	-19%	-$1.16M	4.21%	6
2025 Q4	$6.02M	Sell	58,122 -3,278	-5%	-$335K	5.29%	6
2025 Q3	$6.09M	Sell	61,400 -716	-1%	-$69.8K	5.47%	6
2025 Q2	$5.83M	Sell	62,116 -757	-1%	-$66.4K	5.58%	6
2025 Q1	$5.53M	Sell	62,873 -2,889	-4%	-$266K	6.09%	5
2024 Q4	$6.1M	Buy	+65,762	New	+$6.33M	6.64%	5

Other funds holding MOAT

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return