Moisand Fitzgerald Tamayo, LLC Purchases in Q3 2024

Moisand Fitzgerald Tamayo, LLC

  • $702 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
103K
+ 3.0%
$28.69 - $32.06 $2.95M - $3.3M
3.54M $112M
AVLV
American Centy ETF Tr Avantis
57K
+ 7.14%
$60.05 - $65.83 $3.42M - $3.75M
854K $56.2M
AVUV
American Centy ETF Tr Avantis

ETFs
22.8K
+ 4.19%
$88.24 - $99.7 $2.01M - $2.27M
566K $54.3M
DFAS
Dimensional ETF Tr U S Small C

ETFs
17K
+ 1.96%
$59.25 - $65.33 $1.01M - $1.11M
886K $57.5M
DFAR
Dimensional ETF Tr Dimensional

ETFs
6.7K
+ 0.63%
$21.91 - $26.03 $147K - $174K
1.08M $27.6M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
39.1K
+ 10.53%
$76.38 - $78.87 $2.99M - $3.08M
410K $32.3M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
29.9K
+ 8.03%
$74.26 - $78.84 $2.22M - $2.36M
402K $31.5M
AVDV
American Centy ETF Tr Avantis

ETFs
9.66K
+ 2.38%
$62.52 - $71.12 $604K - $687K
415K $29.3M
SCHR
Schwab Intermediate Term Us Tr

ETFs
18.2K
+ 2.45%
$48.4 - $50.91 $882K - $928K
764K $38.6M
SCHO
Schwab Short Term Us Treasury

ETFs
34K
+ 4.78%
$47.93 - $49.06 $1.63M - $1.67M
745K $36.5M
VTI
Vanguard Total Stock Market Et

ETFs
1.23K
+ 7.14%
$255.18 - $283.2 $315K - $349K
18.5K $5.24M
GIS
General Mills Inc

Consumer Defensive
3.89K
+ 682.63%
$62.5 - $75.15 $243K - $292K
4.46K $329K
ORCL
Oracle Corp

Technology
737
+ 22.25%
$125.9 - $170.35 $92.8K - $126K
4.05K $689K
SSB
South State Corp

Financial Services
2.15K
+ 1313.41%
$75.47 - $101.63 $163K - $219K
2.32K $225K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.48K
New
$51.02 - $52.74 $178K - $184K
3.48K $183K
OEF
Ishares S&P 100 ETF

ETFs
676
New
$266.03 - $266.03 $180K - $180K
676 $179K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
562
+ 6.72%
$105.53 - $118.34 $59.3K - $66.5K
8.93K $1.04M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.27K
New
$101.72 - $112.94 $129K - $144K
1.27K $143K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
2.73K
+ 162.66%
$41.88 - $46.21 $114K - $126K
4.41K $203K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
115
+ 8.27%
$405.19 - $478.57 $46.6K - $55K
1.51K $693K
AFG
American Financial Group Inc

Financial Services
826
New
$119.65 - $137.03 $98.8K - $113K
826 $111K
DISV
Dimensional ETF Tr Dimensional

ETFs
271
+ 0.63%
$26.06 - $29.18 $7.06K - $7.91K
43.3K $1.26M
LQD
Ishares Iboxx $ Investment Gra

ETFs
872
New
$106.11 - $113.72 $92.5K - $99.2K
872 $98K
PDI
Pimco Dynamic Income Fund

Financial Services
4.37K
+ 237.55%
$18.7 - $20.25 $81.7K - $88.5K
6.21K $125K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
3.81K
New
$14.84 - $21.08 $56.5K - $80.2K
3.81K $78K
KO
Coca Cola CO

Consumer Defensive
83
+ 1.01%
$62.69 - $73.01 $5.2K - $6.06K
8.28K $594K
CLX
Clorox CO

Consumer Defensive
397
New
$131.73 - $166.97 $52.3K - $66.3K
397 $64K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
500
New
$117.9 - $128.2 $59K - $64.1K
500 $64K
VIG
Vanguard Dividend Appreciation

ETFs
345
+ 49.93%
$182.15 - $182.15 $62.8K - $62.8K
1.04K $188K
WMT
Walmart Inc.

Consumer Defensive
24
+ 0.58%
$66.91 - $81.4 $1.61K - $1.95K
4.14K $334K
CVX
Chevron Corp

Energy
404
+ 44.89%
$137.88 - $161.97 $55.7K - $65.4K
1.3K $192K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
505
New
$87.56 - $95.49 $44.2K - $48.2K
505 $48K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
979
+ 5.6%
$25.73 - $28.81 $25.2K - $28.2K
18.5K $525K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
440
+ 10.13%
$100.3 - $100.74 $44.1K - $44.3K
4.78K $481K
TSLA
Tesla, Inc.

Consumer Cyclical
78
+ 25.49%
$191.76 - $263.26 $15K - $20.5K
384 $100K
SLV
I Shares Silver Trust

ETFs
1.41K
New
$24.33 - $29.38 $34.3K - $41.4K
1.41K $40K
XLK
Technology Sector Spdr

ETFs
174
+ 14.13%
$197.34 - $237.68 $34.3K - $41.4K
1.41K $317K
FDL
First Tr Morningstar Dividend

ETFs
925
New
$37.66 - $42.06 $34.8K - $38.9K
925 $38K
FVD
First Tr Value Line Divid Inde

ETFs
849
New
$40.45 - $45.49 $34.3K - $38.6K
849 $38K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
284
New
$116.79 - $133.54 $33.2K - $37.9K
284 $37K
QQQ
Invesco Qqq Trust, Series 1

ETFs
72
+ 32.43%
$434.77 - $502.96 $31.3K - $36.2K
294 $143K
META
Meta Platforms, Inc.

Communication Services
5
+ 1.12%
$453.41 - $572.44 $2.27K - $2.86K
451 $258K
CGGR
Capital Group Growth ETF Shs C

ETFs
1K
New
$30.71 - $34.79 $30.7K - $34.8K
1K $34K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
648
+ 131.44%
$49.93 - $51.15 $32.4K - $33.1K
1.14K $58K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
182
+ 1.39%
$31.05 - $34.29 $5.65K - $6.24K
13.3K $456K
VEA
Vanguard Ftse Developed Market

ETFs
367
+ 9.93%
$47.6 - $53.31 $17.5K - $19.6K
4.06K $214K
FAST
Fastenal CO

Industrials
428
+ 1019.05%
$62.09 - $71.83 $26.6K - $30.7K
470 $33K
JCPB
J P Morgan Exchange Traded Fd

ETFs
630
New
$45.87 - $48.53 $28.9K - $30.6K
630 $30K
FTCS
First Trust Capital Strength E

ETFs
320
New
$83.58 - $90.94 $26.7K - $29.1K
320 $29K
Activity Summary
Buys All Purchases 130 New Holdings 61 Increased Positions 69 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 1 Puts 0
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