FineMark National Bank & Trust’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Buy |
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|
2025
Q1 | $2.33M | Buy |
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|
2024
Q4 | $1.79M | Buy |
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|
2024
Q3 | $1.47M | Buy |
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|
2024
Q2 | $956K | Sell |
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|
2024
Q1 | $910K | Buy |
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|
2023
Q4 | $614K | Sell |
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|
2023
Q3 | $714K | Buy |
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|
2023
Q2 | $600K | Buy |
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|
2023
Q1 | $246K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $293K | Sell |
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|
2022
Q1 | $510K | Sell |
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|
2021
Q4 | $607K | Sell |
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|
2021
Q3 | $965K | Sell |
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|
2021
Q2 | $1.14M | Sell |
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|
2021
Q1 | $1.09M | Sell |
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|
2020
Q4 | $1.14M | Sell |
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|
2020
Q3 | $1.02M | Buy |
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|
2020
Q2 | $795K | Sell |
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|
2020
Q1 | $620K | Sell |
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|
2019
Q4 | $752K | Sell |
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|
2019
Q3 | $701K | Sell |
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|
2019
Q2 | $981K | Sell |
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|
2019
Q1 | $953K | Sell |
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|
2018
Q4 | $906K | Buy |
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|
2018
Q3 | $1.04M | Sell |
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|
2018
Q2 | $1.06M | Buy |
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|
2018
Q1 | $920K | Buy |
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|
2017
Q4 | $746K | Buy |
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|
2017
Q3 | $616K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $26K | Hold |
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|
2015
Q3 | $25K | Hold |
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|
2015
Q2 | $26K | Hold |
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|
2015
Q1 | $26K | Hold |
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|
2014
Q4 | $26K | Hold |
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|
2014
Q3 | $25K | Hold |
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|
2014
Q2 | $24K | Hold |
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|
2014
Q1 | $23K | Buy |
|