FineMark National Bank & Trust’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $821K | Sell |
4,994
-305
| -6% | -$50.2K | 0.03% | 247 |
|
|
2025
Q1 | $851K | Sell |
5,299
-217
| -4% | -$34.8K | 0.03% | 231 |
|
|
2024
Q4 | $892K | Buy |
5,516
+1,113
| +25% | +$180K | 0.03% | 220 |
|
|
2024
Q3 | $738K | Buy |
+4,403
| New | +$738K | 0.03% | 244 |
|
|
2013
Q3 | – | Sell |
-150
| Closed | -$10K | – | 1620 |
|
|
2013
Q2 | $10K | Buy |
+150
| New | +$10K | ﹤0.01% | 967 |
|