First National Bank of Mount Dora’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $711K | Hold |
1,252
| – | – | 0.16% | 81 |
|
|
2025
Q1 | $643K | Sell |
1,252
-136
| -10% | -$69.9K | 0.16% | 85 |
|
|
2024
Q4 | $748K | Sell |
1,388
-1,443
| -51% | -$778K | 0.18% | 83 |
|
|
2024
Q3 | $1.49M | Buy |
2,831
+1,579
| +126% | +$833K | 0.34% | 67 |
|
|
2024
Q2 | $626K | Buy |
1,252
+200
| +19% | +$100K | 0.15% | 92 |
|
|
2024
Q1 | $506K | Hold |
1,052
| – | – | 0.12% | 100 |
|
|
2023
Q4 | $460K | Hold |
1,052
| – | – | 0.12% | 92 |
|
|
2023
Q3 | $413K | Buy |
1,052
+35
| +3% | +$13.7K | 0.12% | 95 |
|
|
2023
Q2 | $414K | Buy |
+1,017
| New | +$414K | 0.12% | 94 |
|