First National Bank of Mount Dora’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Hold |
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|
2025
Q1 | $968K | Hold |
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|
2024
Q4 | $1.03M | Hold |
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|
2024
Q3 | $1.04M | Hold |
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|
2024
Q2 | $948K | Hold |
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|
2024
Q1 | $997K | Sell |
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|
2023
Q4 | $959K | Sell |
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|
2023
Q3 | $859K | Hold |
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|
2023
Q2 | $890K | Hold |
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|
2023
Q1 | $855K | Hold |
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|
2022
Q4 | $855K | Hold |
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|
2022
Q3 | $772K | Buy |
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|
2022
Q2 | $787K | Hold |
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|
2022
Q1 | $924K | Sell |
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|
2021
Q4 | $977K | Buy |
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|
2021
Q3 | $879K | Hold |
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|
2021
Q2 | $903K | Hold |
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|
2021
Q1 | $860K | Hold |
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|
2020
Q4 | $739K | Hold |
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|
2020
Q3 | $575K | Buy |
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|
2020
Q2 | $532K | Hold |
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|
2020
Q1 | $442K | Buy |
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|
2019
Q4 | $576K | Hold |
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|
2019
Q3 | $541K | Hold |
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|
2019
Q2 | $549K | Hold |
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|
2019
Q1 | $541K | Hold |
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|
2018
Q4 | $479K | Hold |
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|
2018
Q3 | $585K | Hold |
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|
2018
Q2 | $570K | Hold |
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|
2018
Q1 | $544K | Hold |
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|
2017
Q4 | $558K | Buy |
|