FNBOMD
First National Bank of Mount Dora’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.58M | Buy |
22,386
+434
| +2% | +$88.8K | 1.03% | 37 |
|
2025
Q1 | $4.26M | Sell |
21,952
-89
| -0.4% | -$17.3K | 1.04% | 36 |
|
2024
Q4 | $4.32M | Hold |
22,041
| – | – | 1.01% | 39 |
|
2024
Q3 | $4.37M | Hold |
22,041
| – | – | 0.99% | 42 |
|
2024
Q2 | $4.02M | Hold |
22,041
| – | – | 0.97% | 41 |
|
2024
Q1 | $4.02M | Buy |
22,041
+355
| +2% | +$64.8K | 0.98% | 41 |
|
2023
Q4 | $3.7M | Hold |
21,686
| – | – | 0.98% | 40 |
|
2023
Q3 | $3.37M | Buy |
21,686
+885
| +4% | +$138K | 1% | 42 |
|
2023
Q2 | $3.38M | Sell |
20,801
-161
| -0.8% | -$26.2K | 0.96% | 43 |
|
2023
Q1 | $3.23M | Hold |
20,962
| – | – | 0.98% | 44 |
|
2022
Q4 | $3.18M | Hold |
20,962
| – | – | 1.05% | 39 |
|
2022
Q3 | $2.83M | Hold |
20,962
| – | – | 1% | 39 |
|
2022
Q2 | $3.01M | Buy |
20,962
+204
| +1% | +$29.3K | 1.03% | 37 |
|
2022
Q1 | $3.37M | Buy |
20,758
+181
| +0.9% | +$29.4K | 1.01% | 39 |
|
2021
Q4 | $3.53M | Hold |
20,577
| – | – | 1.04% | 36 |
|
2021
Q3 | $3.16M | Hold |
20,577
| – | – | 1.04% | 37 |
|
2021
Q2 | $3.19M | Hold |
20,577
| – | – | 1.05% | 44 |
|
2021
Q1 | $3.03M | Buy |
20,577
+4,000
| +24% | +$588K | 1.05% | 42 |
|
2020
Q4 | $2.34M | Buy |
16,577
+622
| +4% | +$87.8K | 0.85% | 49 |
|
2020
Q3 | $2.05M | Hold |
15,955
| – | – | 0.85% | 50 |
|
2020
Q2 | $1.87M | Hold |
15,955
| – | – | 0.85% | 50 |
|
2020
Q1 | $1.65M | Buy |
15,955
+3,776
| +31% | +$390K | 0.87% | 44 |
|
2019
Q4 | $1.52M | Sell |
12,179
-268
| -2% | -$33.4K | 0.64% | 50 |
|
2019
Q3 | $1.49M | Hold |
12,447
| – | – | 0.68% | 50 |
|
2019
Q2 | $1.43M | Hold |
12,447
| – | – | 0.66% | 49 |
|
2019
Q1 | $1.36M | Hold |
12,447
| – | – | 0.6% | 51 |
|
2018
Q4 | $1.22M | Buy |
12,447
+2,250
| +22% | +$220K | 0.61% | 51 |
|
2018
Q3 | $1.13M | Hold |
10,197
| – | – | 0.48% | 56 |
|
2018
Q2 | $1.04M | Hold |
10,197
| – | – | 0.46% | 54 |
|
2018
Q1 | $1.03M | Hold |
10,197
| – | – | 0.47% | 53 |
|
2017
Q4 | $1.04M | Buy |
+10,197
| New | +$1.04M | 0.46% | 54 |
|