Fermata Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History

Fermata Advisors, LLC

  • $510 Million
  • Q4 2024

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 131,496 shares of MOAT stock, worth $11.3 Million. This represents 2.21% of its overall portfolio holdings.

Number of Shares
131,496
Previous 111,313 18.13%
Holding current value
$11.3 Million
Previous $9.56 Million 18.13%
% of portfolio
2.21%
Previous 1.97%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
703
Shares Held
98.7M
Call Options Held
31.5K
Put Options Held
7.5K
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
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