LEGACY SOLUTIONS, LLC MOAT Holdings History
Number of Shares
62,116.00
Current Holdings Value*
$5.83 Mil
% of Portfolio
5.58%
Total Estimate Gain
$41,290.73
% of Total Estimate Gain
0.65%
LEGACY SOLUTIONS, LLC's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-06-30, LEGACY SOLUTIONS, LLC held 62,116.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $5.83 Mil. This investment constitutes 5.58% of their stock portfolio, and LEGACY SOLUTIONS, LLC now holds 0.05% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $91.13 for 3,646.00 shares. Based on historical transaction data and MOAT's current price of $97.30, LEGACY SOLUTIONS, LLC's estimated gain on his MOAT holdings is $41,290.73, reflecting a 0.65% gain to date.
LEGACY SOLUTIONS, LLC MOAT ($97.30) Holding Chart
LEGACY SOLUTIONS, LLC MOAT ($97.30) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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