SFS
Security Financial Services’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.96M | Buy |
15,875
+553
| +4% | +$242K | 1.23% | 30 |
|
|
2025
Q1 | $5.68M | Buy |
15,322
+2,856
| +23% | +$1.06M | 1.13% | 28 |
|
|
2024
Q4 | $5.12M | Buy |
12,466
+122
| +1% | +$50.1K | 1.04% | 27 |
|
|
2024
Q3 | $4.74M | Sell |
12,344
-226
| -2% | -$86.8K | 0.97% | 26 |
|
|
2024
Q2 | $4.7M | Sell |
12,570
-40
| -0.3% | -$15K | 1.02% | 25 |
|
|
2024
Q1 | $4.34M | Buy |
12,610
+469
| +4% | +$161K | 0.98% | 25 |
|
|
2023
Q4 | $3.77M | Sell |
12,141
-58
| -0.5% | -$18K | 0.93% | 29 |
|
|
2023
Q3 | $3.32M | Sell |
12,199
-1,680
| -12% | -$457K | 0.94% | 28 |
|
|
2023
Q2 | $3.93M | Buy |
13,879
+548
| +4% | +$155K | 1.11% | 24 |
|
|
2023
Q1 | $3.33M | Buy |
13,331
+857
| +7% | +$214K | 1.01% | 30 |
|
|
2022
Q4 | $2.66M | Sell |
12,474
-669
| -5% | -$143K | 0.82% | 38 |
|
|
2022
Q3 | $2.81M | Buy |
13,143
+719
| +6% | +$154K | 0.96% | 30 |
|
|
2022
Q2 | $2.77M | Buy |
12,424
+613
| +5% | +$137K | 0.88% | 32 |
|
|
2022
Q1 | $3.4M | Buy |
11,811
+922
| +8% | +$265K | 1.08% | 25 |
|
|
2021
Q4 | $3.49M | Buy |
+10,889
| New | +$3.49M | 1.17% | 24 |
|