A detailed history of Legacy Capital Wealth Partners, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 3,075 shares of MOAT stock, worth $263,958. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,075
Previous 4,725 34.92%
Holding current value
$263,958
Previous $409,000 35.7%
% of portfolio
0.05%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$85.84 - $85.84 $141,636 - $141,636
-1,650 Reduced 34.92%
3,075 $263,000
Q2 2024

Aug 01, 2024

BUY
$83.97 - $89.72 $396,758 - $423,927
4,725 New
4,725 $409,000
Q4 2023

Feb 05, 2024

BUY
$70.71 - $85.3 $116,671 - $140,745
1,650 Added 46.66%
5,186 $440,000
Q3 2023

Oct 16, 2023

BUY
$74.88 - $83.28 $264,775 - $294,478
3,536 New
3,536 $268,000

Others Institutions Holding MOAT

About VANECK MORNINGSTAR WIDE MOAT E


  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
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