Moisand Fitzgerald Tamayo, LLC Vanguard Dividend Appreciation Transaction History

Moisand Fitzgerald Tamayo, LLC

$702 Million
Q3 2024

A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 1,036 shares of VIG stock, worth $188,707. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,036

Previous 691 49.93%

Holding current value

$188,707

Previous $126,000 49.21%

% of portfolio

0.03%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	BUY	$182.15 - $182.15 $62,841 - $62,841	345 Added 49.93%	1,036 $188,000
Q2 2024 Jul 31, 2024	SELL	$173.33 - $185.29 $19,066 - $20,381	-110 Reduced 13.73%	691 $126,000
Q4 2023 Jan 18, 2024	SELL	$150.16 - $171.16 $2,702 - $3,080	-18 Reduced 2.2%	801 $136,000
Q4 2022 Jan 23, 2023	SELL	$144.84 - $158.71 $2,027 - $2,221	-14 Reduced 1.68%	819 $0
Q2 2022 Aug 01, 2022	BUY	N/A	833 New	833 $120,000
Q1 2022 Apr 29, 2022	SELL	N/A	-258 Closed	0 $0
Q3 2021 Nov 01, 2021	BUY	N/A	83 Added 47.43%	258 $40,000
Q1 2021 May 03, 2021	BUY	N/A	14 Added 8.7%	175 $26,000
Q2 2020 Aug 07, 2020	BUY	N/A	161 New	161 $19,000
Q4 2018 Feb 11, 2019	SELL	N/A	-471 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	N/A	471 New	471 $52,000

Others Institutions Holding VIG

# of Institutions

2,233

Shares Held

203M

Call Options Held

463K

Put Options Held

229K

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Moisand Fitzgerald Tamayo, LLC Vanguard Dividend Appreciation Transaction History