Fermata Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History

Fermata Advisors, LLC

  • $360 Million
  • Q4 2025

A detailed history of Fermata Advisors, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Fermata Advisors, LLC holds 125,070 shares of MOAT stock, worth $10.7 Million. This represents 2.98% of its overall portfolio holdings.

Number of Shares
125,070
Previous 121,997 2.52%
Holding current value
$10.7 Million
Previous $10.5 Million 2.52%
% of portfolio
2.98%
Previous 3.05%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
N/A
3,073 Added 2.52%
125,070 $10.7 Million
Q3 2025

Oct 09, 2025
SELL
N/A
-4,610 Reduced 3.64%
121,997 $10.5 Million
Q2 2025

Jul 09, 2025
SELL
N/A
-11,333 Reduced 8.22%
126,607 $10.9 Million
Q1 2025

Apr 10, 2025
BUY
N/A
6,444 Added 4.9%
137,940 $11.8 Million
Q4 2024

Jan 14, 2025
BUY
N/A
20,183 Added 18.13%
131,496 $11.3 Million
Q3 2024

Oct 09, 2024
BUY
$85.84 - $85.84 $1.3 Million - $1.3 Million
15,122 Added 15.72%
111,313 $9.56 Million
Q2 2024

Jul 12, 2024
BUY
$83.97 - $89.72 $658,408 - $703,494
7,841 Added 8.87%
96,191 $8.33 Million
Q1 2024

Apr 12, 2024
BUY
$82.58 - $89.9 $348,570 - $379,467
4,221 Added 5.02%
88,350 $7.94 Million
Q4 2023

Jan 19, 2024
BUY
$70.71 - $85.3 $484,151 - $584,049
6,847 Added 8.86%
84,129 $7.14 Million
Q3 2023

Nov 06, 2023
BUY
$74.88 - $83.28 $522,737 - $581,377
6,981 Added 9.93%
77,282 $5.86 Million
Q2 2023

Jul 24, 2023
BUY
$72.17 - $80.16 $2.64 Million - $2.93 Million
36,536 Added 108.21%
70,301 $5.61 Million
Q1 2023

Apr 12, 2023
SELL
$65.24 - $76.13 $1.86 Million - $2.17 Million
-28,447 Reduced 45.73%
33,765 $2.49 Million
Q4 2022

Feb 13, 2023
BUY
$60.7 - $69.78 $51,595 - $59,313
850 Added 1.39%
62,212 $4.04 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-9,874 Reduced 13.86%
61,362 $3.68 Million
Q2 2022

Aug 09, 2022
SELL
N/A
-15,923 Reduced 18.27%
71,236 $4.54 Million
Q1 2022

Apr 22, 2022
SELL
N/A
-20,538 Reduced 19.07%
87,159 $6.51 Million
Q4 2021

Feb 02, 2022
BUY
N/A
14,394 Added 15.43%
107,697 $8.2 Million
Q3 2021

Oct 29, 2021
BUY
N/A
14,043 Added 17.72%
93,303 $6.83 Million
Q2 2021

Aug 10, 2021
BUY
N/A
79,260 New
79,260 $5.87 Million

Others Institutions Holding MOAT

# of Institutions
758
Shares Held
84.7M
Call Options Held
8.6K
Put Options Held
0
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
Track This Portfolio

Track Fermata Advisors, LLC Portfolio

Follow Fermata Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fermata Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fermata Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email