Moisand Fitzgerald Tamayo, LLC Sells in Q1 2025

Moisand Fitzgerald Tamayo, LLC

  • $697 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-102K
- 23.85%
$76.94 - $78.28 $7.81M - $7.95M
324K $25.4M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-102K
- 24.21%
$73.78 - $76.59 $7.53M - $7.82M
320K $24.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.49K
- 5.17%
$507.05 - $563.67 $754K - $838K
27.3K $14M
DFAT
Dimensional ETF Tr U S Target

ETFs
-5.37K
- 2.54%
$50.44 - $58.1 $271K - $312K
206K $10.6M
IVV
Ishares Core S&P 500 ETF

ETFs
-662
- 2.55%
$554.06 - $615.85 $367K - $408K
25.3K $14.2M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3.09K
- 1.07%
$25.58 - $29.24 $79K - $90.3K
287K $7.51M
VTI
Vanguard Total Stock Market Et

ETFs
-417
- 2.3%
$271.18 - $303.12 $113K - $126K
17.7K $4.88M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.92K
- 2.35%
$64.88 - $72.1 $125K - $139K
79.8K $5.25M
MSFT
Microsoft Corp

Technology
-340
- 6.41%
$375.39 - $447.2 $128K - $152K
4.96K $1.86M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-453
- 3.21%
$302.31 - $337.54 $137K - $153K
13.7K $4.19M
IWC
Russell Micro Cap ETF

ETFs
-430
- 4.28%
$110.91 - $133.46 $47.7K - $57.4K
9.62K $1.07M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.45K
- 3.24%
$59.61 - $66.71 $86.1K - $96.4K
43.1K $2.61M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.61K
- 2.08%
$23.16 - $27.04 $37.3K - $43.5K
75.6K $1.77M
VB
Vanguard Small Cap ETF

ETFs
-104
- 1.02%
$217.89 - $252.64 $22.7K - $26.3K
10.1K $2.25M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-686
- 4.24%
$77.33 - $90.16 $53K - $61.8K
15.5K $1.22M
VO
Vanguard Mid Cap ETF

ETFs
-407
- 2.79%
$251.87 - $277.95 $103K - $113K
14.2K $3.66M
AVSC
American Centy ETF Tr Avantis
-554
- 2.09%
$48.08 - $56.12 $26.6K - $31.1K
25.9K $1.25M
SPMD
Spdr Portfolio

ETFs
-607
- 1.4%
$50.21 - $57.73 $30.5K - $35K
42.7K $2.19M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-378
- 0.65%
$27.56 - $32.1 $10.4K - $12.1K
57.9K $1.63M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-614
- 6.86%
$102.49 - $119.96 $62.9K - $73.7K
8.33K $871K
ORCL
Oracle Corp

Technology
-240
- 6.06%
$139.81 - $186.47 $33.6K - $44.8K
3.72K $519K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.03K
- 2.38%
$21.75 - $24.28 $44.2K - $49.4K
83.3K $1.84M
HD
Home Depot, Inc.

Consumer Cyclical
-246
- 16.21%
$347.25 - $424.87 $85.4K - $105K
1.27K $466K
IWM
Ishares Russell 2000 ETF

ETFs
-63
- 1.36%
$198.1 - $229.79 $12.5K - $14.5K
4.58K $913K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-945
- 6.76%
$57.21 - $65.8 $54.1K - $62.2K
13K $761K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-939
- 19.08%
$100.34 - $100.68 $94.2K - $94.5K
3.98K $400K
META
Meta Platforms, Inc.

Communication Services
-131
- 28.79%
$576.36 - $736.67 $75.5K - $96.5K
324 $186K
TFC
Truist Financial Corp

Financial Services
-1.09K
- 6.92%
$39.48 - $48.15 $43.2K - $52.6K
14.7K $605K
PDI
Pimco Dynamic Income Fund

Financial Services
-4.37K
- 70.38%
$18.51 - $20.05 $80.9K - $87.6K
1.84K $36K
VBR
Vanguard Small Cap Value ETF

ETFs
-70
- 1.31%
$183.02 - $207.75 $12.8K - $14.5K
5.26K $980K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-3.74K
- 5.5%
$25.77 - $27.6 $96.5K - $103K
64.3K $1.71M
VIG
Vanguard Dividend Appreciation

ETFs
-345
- 32.49%
N/A
717 $130K
TSLA
Tesla, Inc.

Consumer Cyclical
-12
- 3.13%
$222.15 - $428.22 $2.67K - $5.14K
372 $96K
IVE
Ishares S&P 500 Value ETF

ETFs
-292
- 3.72%
$185.78 - $198.58 $54.2K - $58K
7.55K $1.44M
VV
Vanguard Large Cap ETF

ETFs
-34
- 1.05%
$253.32 - $282.66 $8.61K - $9.61K
3.21K $823K
WMT
Walmart Inc.

Consumer Defensive
-394
- 9.81%
$84.5 - $105.05 $33.3K - $41.4K
3.62K $318K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-1.75K
- 11.88%
$27.64 - $28.58 $48.3K - $49.9K
13K $370K
GOOG
Alphabet Inc.

Communication Services
-30
- 3.2%
$156.06 - $207.71 $4.68K - $6.23K
907 $141K
TJX
Tjx Companies Inc

Consumer Cyclical
-328
- 9.38%
$112.81 - $126.16 $37K - $41.4K
3.17K $386K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-263
- 5.18%
$40.03 - $46.81 $10.5K - $12.3K
4.81K $196K
PG
Procter & Gamble CO

Consumer Defensive
-196
- 18.05%
$158.56 - $176.26 $31.1K - $34.5K
890 $151K
FAST
Fastenal CO

Industrials
-428
- 91.06%
$71.11 - $79.98 $30.4K - $34.2K
42 $3K
GOOGL
Alphabet Inc.

Communication Services
-26
- 3.57%
$154.33 - $206.19 $4.01K - $5.36K
702 $108K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-283
- 60.34%
$95.85 - $99.25 $27.1K - $28.1K
186 $18K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-499
- 90.4%
$47.08 - $50.67 $23.5K - $25.3K
53 $2K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-48
- 0.36%
$32.42 - $36.13 $1.56K - $1.73K
13.4K $443K
IWD
Ishares Russell 1000 Val ETF

ETFs
-117
- 13.3%
$182.82 - $196.21 $21.4K - $23K
763 $143K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-120
- 31.91%
$121.0 - $142.28 $14.5K - $17.1K
256 $31K
NKE
Nike, Inc.

Consumer Cyclical
-193
- 36.35%
$63.29 - $81.72 $12.2K - $15.8K
338 $21K
Activity Summary
Buys All Purchases 79 New Holdings 21 Increased Positions 58 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 2 Puts 0
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