Moisand Fitzgerald Tamayo, LLC Vanguard Wellington Fd Transaction History

Moisand Fitzgerald Tamayo, LLC

$681 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 01, 2022	SELL	$92.1 - $105.32 $2,302 - $2,633	-25 Closed	0 $0
Q1 2022 Apr 29, 2022	BUY	$97.11 - $106.16 $2,427 - $2,654	25 New	25 $3,000

Others Institutions Holding VFMV

# of Institutions

44

Shares Held

686K

Call Options Held

0

Put Options Held

0

Anderson Hoagland & CO

179K
Shares

$22.6 Million
2.32% of portfolio
Foundations Investment Advisors, LLC

101K
Shares

$12.8 Million
0.25% of portfolio
New Edge Advisors, LLC New Orleans, LA

68.4K
Shares

$8.62 Million
0.06% of portfolio
Martin Worley Group Cottonwood Heights, UT

58K
Shares

$7.31 Million
4.37% of portfolio
Milestone Advisory Partners

40.8K
Shares

$5.14 Million
3.27% of portfolio

About VANGUARD WELLINGTON FD

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