First National Bank of Mount Dora’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Hold |
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|
2025
Q1 | $243K | Hold |
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|
2024
Q4 | $240K | Hold |
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|
2024
Q3 | $265K | Hold |
|
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|
2024
Q2 | $247K | Hold |
|
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|
2024
Q1 | $245K | Hold |
|
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|
2023
Q4 | $242K | Hold |
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|
2023
Q3 | $223K | Hold |
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|
2023
Q2 | $232K | Hold |
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|
2023
Q1 | $229K | Hold |
|
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|
2022
Q4 | $216K | Buy |
|
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $217K | Hold |
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|
2022
Q1 | $260K | Hold |
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|
2021
Q4 | $281K | Hold |
|
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|
2021
Q3 | $281K | Hold |
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|
2021
Q2 | $286K | Hold |
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|
2021
Q1 | $269K | Buy |
|