Security National Bank of Sioux City Iowa’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $751K | Sell |
10,200
-150
| -1% | -$11K | 0.53% | 57 |
|
2025
Q1 | $760K | Buy |
10,350
+814
| +9% | +$59.8K | 0.55% | 60 |
|
2024
Q4 | $686K | Sell |
9,536
-235
| -2% | -$16.9K | 0.48% | 60 |
|
2024
Q3 | $734K | Buy |
9,771
+200
| +2% | +$15K | 0.45% | 64 |
|
2024
Q2 | $690K | Sell |
9,571
-75
| -0.8% | -$5.4K | 0.5% | 60 |
|
2024
Q1 | $701K | Buy |
9,646
+1,473
| +18% | +$107K | 0.49% | 60 |
|
2023
Q4 | $601K | Sell |
8,173
-65
| -0.8% | -$4.78K | 0.45% | 61 |
|
2023
Q3 | $575K | Buy |
8,238
+5
| +0.1% | +$349 | 0.45% | 62 |
|
2023
Q2 | $598K | Buy |
+8,233
| New | +$598K | 0.45% | 59 |
|
2022
Q4 | $718K | Buy |
9,999
+1,339
| +15% | +$96.2K | 0.55% | 61 |
|
2022
Q3 | $618K | Buy |
8,660
+5,965
| +221% | +$426K | 0.55% | 59 |
|
2022
Q2 | $203K | Sell |
2,695
-56
| -2% | -$4.22K | 0.17% | 85 |
|
2022
Q1 | $219K | Sell |
2,751
-1,055
| -28% | -$84K | 0.16% | 83 |
|
2021
Q4 | $323K | Hold |
3,806
| – | – | 0.22% | 75 |
|
2021
Q3 | $325K | Sell |
3,806
-4,883
| -56% | -$417K | 0.25% | 72 |
|
2021
Q2 | $746K | Buy |
8,689
+5,803
| +201% | +$498K | 0.59% | 57 |
|
2021
Q1 | $245K | Buy |
+2,886
| New | +$245K | 0.2% | 86 |
|