FineMark National Bank & Trust’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $665K | Buy |
8,022
+1,516
| +23% | +$126K | 0.02% | 268 |
|
|
2025
Q1 | $532K | Buy |
6,506
+3,945
| +154% | +$323K | 0.02% | 289 |
|
|
2024
Q4 | $206K | Buy |
+2,561
| New | +$206K | 0.01% | 408 |
|
|
2023
Q3 | – | Sell |
-2,769
| Closed | -$219K | – | 436 |
|
|
2023
Q2 | $219K | Sell |
2,769
-316
| -10% | -$25K | 0.01% | 391 |
|
|
2023
Q1 | $247K | Hold |
3,085
| – | – | 0.01% | 362 |
|
|
2022
Q4 | $239K | Sell |
3,085
-1,492
| -33% | -$116K | 0.01% | 354 |
|
|
2022
Q3 | $346K | Buy |
4,577
+1,536
| +51% | +$116K | 0.02% | 297 |
|
|
2022
Q2 | $243K | Sell |
3,041
-1,893
| -38% | -$151K | 0.01% | 365 |
|
|
2022
Q1 | $425K | Buy |
4,934
+128
| +3% | +$11K | 0.02% | 313 |
|
|
2021
Q4 | $446K | Sell |
4,806
-2,471
| -34% | -$229K | 0.02% | 317 |
|
|
2021
Q3 | $687K | Hold |
7,277
| – | – | 0.03% | 247 |
|
|
2021
Q2 | $692K | Sell |
7,277
-3,420
| -32% | -$325K | 0.03% | 258 |
|
|
2021
Q1 | $995K | Sell |
10,697
-2,171
| -17% | -$202K | 0.04% | 212 |
|
|
2020
Q4 | $1.25M | Buy |
12,868
+109
| +0.9% | +$10.6K | 0.06% | 172 |
|
|
2020
Q3 | $1.22M | Buy |
12,759
+4,691
| +58% | +$449K | 0.06% | 161 |
|
|
2020
Q2 | $768K | Hold |
8,068
| – | – | 0.04% | 197 |
|
|
2020
Q1 | $703K | Hold |
8,068
| – | – | 0.04% | 191 |
|
|
2019
Q4 | $737K | Buy |
8,068
+2,968
| +58% | +$271K | 0.04% | 213 |
|
|
2019
Q3 | $465K | Buy |
5,100
+429
| +9% | +$39.1K | 0.02% | 253 |
|
|
2019
Q2 | $420K | Buy |
+4,671
| New | +$420K | 0.02% | 256 |
|
|
2018
Q3 | – | Sell |
-3,230
| Closed | -$270K | – | 405 |
|
|
2018
Q2 | $270K | Buy |
+3,230
| New | +$270K | 0.02% | 334 |
|
|
2016
Q4 | – | Sell |
-7,900
| Closed | -$708K | – | 1364 |
|
|
2016
Q3 | $708K | Hold |
7,900
| – | – | 0.08% | 172 |
|
|
2016
Q2 | $706K | Buy |
+7,900
| New | +$706K | 0.08% | 177 |
|
|
2015
Q1 | – | Sell |
-500
| Closed | -$43K | – | 1458 |
|
|
2014
Q4 | $43K | Hold |
500
| – | – | 0.01% | 712 |
|
|
2014
Q3 | $43K | Hold |
500
| – | – | 0.01% | 664 |
|
|
2014
Q2 | $43K | Hold |
500
| – | – | 0.01% | 676 |
|
|
2014
Q1 | $42K | Buy |
+500
| New | +$42K | 0.01% | 664 |
|