Number of Shares
34,905.00
Current Holdings Value*
$2.75 Mil
% of Portfolio
0.35%
Total Estimate Gain
$670,369.55
% of Total Estimate Gain
1.97%

Moisand Fitzgerald Tamayo, LLC's Vanguard Short-Term Bond ETF Holding Summary

As of 2025-06-30, Moisand Fitzgerald Tamayo, LLC held 34,905.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $2.75 Mil. This investment constitutes 0.35% of their stock portfolio, and Moisand Fitzgerald Tamayo, LLC now holds 0.01% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.

The initial trade took place in 2018Q2. And since then Moisand Fitzgerald Tamayo, LLC has made 15 purchases of BSV, at an average price of $76.58, for a total of 443,615.00 shares. In addition, there have been 14 sales at an average price of $78.07 for 408,710.00 shares. Based on historical transaction data and BSV's current price of $78.40, Moisand Fitzgerald Tamayo, LLC's estimated gain on his BSV holdings is $670,369.55, reflecting a 1.97% gain to date.

Moisand Fitzgerald Tamayo, LLC BSV ($78.40) Holding Chart

Moisand Fitzgerald Tamayo, LLC BSV ($78.40) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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