Fermata Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.1M | Sell |
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|
2025
Q2 | $11.9M | Sell |
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|
2025
Q1 | $12.1M | Buy |
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|
2024
Q4 | $12.2M | Buy |
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|
2024
Q3 | $10.8M | Buy |
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|
2024
Q2 | $8.33M | Buy |
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|
2024
Q1 | $7.94M | Buy |
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|
2023
Q4 | $7.14M | Buy |
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|
2023
Q3 | $5.86M | Buy |
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|
2023
Q2 | $5.61M | Buy |
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|
2023
Q1 | $2.49M | Sell |
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|
2022
Q4 | $4.04M | Buy |
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|
2022
Q3 | $3.68M | Sell |
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|
2022
Q2 | $4.54M | Sell |
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|
2022
Q1 | $6.51M | Sell |
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|
2021
Q4 | $8.2M | Buy |
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|
2021
Q3 | $6.83M | Buy |
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|
2021
Q2 | $5.87M | Buy |
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