Fermata Advisors, LLC MOAT Holdings History
Fermata Advisors, LLC's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-06-30, Fermata Advisors, LLC held 126,607.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $11.87 Mil. This investment constitutes 3.17% of their stock portfolio, and Fermata Advisors, LLC now holds 0.09% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2021Q2. And since then Fermata Advisors, LLC has made 12 purchases of MOAT, at an average price of $78.78, for a total of 212,722.00 shares. In addition, there have been 5 sales at an average price of $72.98 for 86,115.00 shares. Based on historical transaction data and MOAT's current price of $98.45, Fermata Advisors, LLC's estimated gain on his MOAT holdings is $1.99 Mil, reflecting a 11.87% gain to date.
Fermata Advisors, LLC MOAT ($98.45) Holding Chart
Fermata Advisors, LLC MOAT ($98.45) 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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