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Moisand Fitzgerald Tamayo’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio VFMV Stock Details VFMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-25
Closed -$3K – 682
2022
Q1 		$3K Buy
+25
New +$2.53K ﹤0.01% 349

Other funds holding VFMV

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

Moisand Fitzgerald Tamayo's VFMV Position: Q2 2022 in Review

Moisand Fitzgerald Tamayo sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q2 2022, closing a stake of 25 shares — an estimated $3K sold.

Moisand Fitzgerald Tamayo first reported a position in VFMV in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 25 funds tracked by Wall St. Rank hold VFMV as of Q2 2022.

  • Moisand Fitzgerald Tamayo reported no remaining Vanguard US Minimum Volatility ETF position as of Q2 2022 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 25 Vanguard US Minimum Volatility ETF shares in Q2 2022, an estimated $3K.
  • Moisand Fitzgerald Tamayo first reported a position in Vanguard US Minimum Volatility ETF in Q1 2022 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's Vanguard US Minimum Volatility ETF position peaked at $3K in Q1 2022.
  • 25 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2022, filed 1 Aug 2022.