Moisand Fitzgerald Tamayo’s Marriott Vacations Worldwide VAC Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio VAC Stock Details VAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-154	Closed	-$20.8K	–	791
2023 Q1	$20.8K	Hold	154	–	–	﹤0.01%	256
2022 Q4	$20.7K	Hold	154	–	–	﹤0.01%	249
2022 Q3	$19K	Hold	154	–	–	0.01%	233
2022 Q2	$18K	Hold	154	–	–	﹤0.01%	233
2022 Q1	$24K	Hold	154	–	–	0.01%	130
2021 Q4	$26K	Hold	154	–	–	0.01%	194
2021 Q3	$24K	Hold	154	–	–	0.01%	187
2021 Q2	$25K	Hold	154	–	–	0.01%	193
2021 Q1	$27K	Hold	154	–	–	0.01%	155
2020 Q4	$21K	Hold	154	–	–	0.01%	169
2020 Q3	$14K	Hold	154	–	–	0.01%	179
2020 Q2	$13K	Hold	154	–	–	0.01%	173
2020 Q1	$9K	Hold	154	–	–	0.01%	176
2019 Q4	$20K	Hold	154	–	–	0.01%	163
2019 Q3	$16K	Hold	154	–	–	0.01%	171
2019 Q2	$15K	Hold	154	–	–	0.01%	176
2019 Q1	$14K	Hold	154	–	–	0.01%	180
2018 Q4	$11K	Hold	154	–	–	0.01%	188
2018 Q3	$17K	Hold	154	–	–	0.01%	182
2018 Q2	$17K	Hold	154	–	–	0.01%	168
2018 Q1	$21K	Hold	154	–	–	0.01%	165
2017 Q4	$21K	Hold	154	–	–	0.01%	148
2017 Q3	$19K	Buy	+154	New	+$17.7K	0.01%	164

Other funds holding VAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Moisand Fitzgerald Tamayo's VAC Position: Q2 2023 in Review

Moisand Fitzgerald Tamayo sold out of Marriott Vacations Worldwide (VAC) in Q2 2023, closing a stake of 154 shares — an estimated $20.8K sold.

Moisand Fitzgerald Tamayo first reported a position in VAC in Q3 2017 and held it in 23 quarters. The position peaked at $27K in Q1 2021. 365 funds tracked by Wall St. Rank hold VAC as of Q2 2023.

Moisand Fitzgerald Tamayo reported no remaining Marriott Vacations Worldwide position as of Q2 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 154 Marriott Vacations Worldwide shares in Q2 2023, an estimated $20.8K.
Moisand Fitzgerald Tamayo first reported a position in Marriott Vacations Worldwide in Q3 2017 and held it in 23 quarters.
Moisand Fitzgerald Tamayo's Marriott Vacations Worldwide position peaked at $27K in Q1 2021.
365 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q2 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2023, filed 12 Jul 2023.