FineMark National Bank & Trust’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18.3M | Buy |
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|
2025
Q2 | $14.3M | Sell |
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|
2025
Q1 | $16.7M | Buy |
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|
2024
Q4 | $17.1M | Buy |
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|
2024
Q3 | $16.6M | Hold |
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|
2024
Q2 | $15.7M | Buy |
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|
2024
Q1 | $4.08M | Sell |
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|
2023
Q4 | $3.74M | Buy |
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|
2023
Q3 | $2.99M | Buy |
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|
2023
Q2 | $2.79M | Buy |
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|
2023
Q1 | $1.3M | Sell |
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|
2022
Q4 | $1.29M | Buy |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $1.25M | Buy |
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|
2022
Q1 | $1.44M | Sell |
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|
2021
Q4 | $1.81M | Buy |
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|
2021
Q3 | $1.24M | Sell |
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|
2021
Q2 | $1.44M | Buy |
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|
2021
Q1 | $797K | Sell |
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|
2020
Q4 | $917K | Buy |
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|
2020
Q3 | $782K | Buy |
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|
2020
Q2 | $325K | Buy |
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|
2020
Q1 | $253K | Hold |
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|
2019
Q4 | $317K | Sell |
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|
2019
Q3 | $595K | Buy |
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