Moisand Fitzgerald Tamayo, LLC BIV holdings history
VANGUARD INTERMEDIATE-TERM B · CUSIP 921937819 · CIK 1649107
As of 2026-06-30, Moisand Fitzgerald Tamayo, LLC reported 27.25K BIV (shares), valued at $2.09M, or 0.20% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares decreased 0.11%; reported value decreased 0.73%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.20% | 27,247 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 0.23% | 27,277 | SEC filing ↗Filed Apr 14, 2026 |
| Q4 2025 | 0.26% | 29,533 | SEC filing ↗Filed Jan 14, 2026 |
| Q3 2025 | 0.29% | 31,144 | SEC filing ↗Filed Oct 23, 2025 |
| Q2 2025 | 0.33% | 33,287 | SEC filing ↗Filed Jul 16, 2025 |
| Q1 2025 | 3.39% | 319,594 | SEC filing ↗Filed Apr 22, 2025 |
| Q4 2024 | 4.46% | 421,682 | SEC filing ↗Filed Feb 4, 2025 |
| Q3 2024 | 4.32% | 402,017 | SEC filing ↗Filed Oct 9, 2024 |
| Q2 2024 | 4.17% | 372,126 | SEC filing ↗Filed Jul 31, 2024 |
| Q1 2024 | 3.61% | 313,154 | SEC filing ↗Filed Apr 16, 2024 |
| Q4 2023 | 2.08% | 157,331 | SEC filing ↗Filed Jan 18, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.08% | 157,331 | $12.02M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 18, 2024 |
| Q1 2024 | 3.61% | 313,154 | $23.61M | Shares increased 99.04%; reported value increased 96.49%, and weight changed +1.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2024 |
| Q2 2024 | 4.17% | 372,126 | $27.87M | Shares increased 18.83%; reported value increased 18.03%, and weight changed +0.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q3 2024 | 4.32% | 402,017 | $31.51M | Shares increased 8.03%; reported value increased 13.05%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2024 |
| Q4 2024 | 4.46% | 421,682 | $31.51M | Shares increased 4.89%; reported value increased 0.02%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2025 |
| Q1 2025 | 3.39% | 319,594 | $24.47M | Shares decreased 24.21%; reported value decreased 22.34%, and weight changed -1.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2025 |
| Q2 2025 | 0.33% | 33,287 | $2.57M | Shares decreased 89.58%; reported value decreased 89.48%, and weight changed -3.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2025 |
| Q3 2025 | 0.29% | 31,144 | $2.43M | Shares decreased 6.44%; reported value decreased 5.53%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2025 |
| Q4 2025 | 0.26% | 29,533 | $2.30M | Shares decreased 5.17%; reported value decreased 5.43%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2026 |
| Q1 2026 | 0.23% | 27,277 | $2.11M | Shares decreased 7.64%; reported value decreased 8.47%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2026 |
| Q2 2026 | 0.20% | 27,247 | $2.09M | Shares decreased 0.11%; reported value decreased 0.73%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 13, 2026 |
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