FNBOMD

First National Bank of Mount Dora’s Vanguard Total Stock Market ETF VTI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.06M	Buy	13,356 +965	+8%	+$293K	0.92%	41
2025 Q1	$3.41M	Hold	12,391	–	–	0.83%	47
2024 Q4	$3.59M	Hold	12,391	–	–	0.84%	48
2024 Q3	$3.51M	Hold	12,391	–	–	0.8%	50
2024 Q2	$3.31M	Hold	12,391	–	–	0.8%	47
2024 Q1	$3.22M	Buy	12,391 +91	+0.7%	+$23.7K	0.78%	49
2023 Q4	$2.92M	Buy	12,300 +280	+2%	+$66.4K	0.78%	53
2023 Q3	$2.55M	Hold	12,020	–	–	0.75%	55
2023 Q2	$2.65M	Hold	12,020	–	–	0.75%	53
2023 Q1	$2.45M	Buy	12,020 +248	+2%	+$50.6K	0.74%	51
2022 Q4	$2.25M	Hold	11,772	–	–	0.74%	52
2022 Q3	$2.11M	Buy	11,772 +111	+1%	+$19.9K	0.75%	51
2022 Q2	$2.2M	Hold	11,661	–	–	0.76%	45
2022 Q1	$2.66M	Buy	11,661 +361	+3%	+$82.2K	0.8%	42
2021 Q4	$2.73M	Buy	11,300 +44	+0.4%	+$10.6K	0.8%	47
2021 Q3	$2.5M	Hold	11,256	–	–	0.82%	44
2021 Q2	$2.51M	Hold	11,256	–	–	0.82%	47
2021 Q1	$2.33M	Buy	11,256 +600	+6%	+$124K	0.81%	48
2020 Q4	$2.07M	Hold	10,656	–	–	0.75%	52
2020 Q3	$1.82M	Hold	10,656	–	–	0.75%	52
2020 Q2	$1.67M	Hold	10,656	–	–	0.76%	52
2020 Q1	$1.37M	Buy	10,656 +5,478	+106%	+$706K	0.73%	48
2019 Q4	$847K	Hold	5,178	–	–	0.36%	62
2019 Q3	$782K	Hold	5,178	–	–	0.36%	63
2019 Q2	$777K	Hold	5,178	–	–	0.36%	59
2019 Q1	$749K	Hold	5,178	–	–	0.33%	67
2018 Q4	$661K	Hold	5,178	–	–	0.33%	64
2018 Q3	$775K	Hold	5,178	–	–	0.33%	66
2018 Q2	$727K	Hold	5,178	–	–	0.33%	64
2018 Q1	$703K	Hold	5,178	–	–	0.32%	64
2017 Q4	$711K	Buy	+5,178	New	+$711K	0.31%	63