Security National Bank of Sioux City Iowa’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Sell |
936
-4
| -0.4% | -$948 | 0.16% | 84 |
|
|
2025
Q1 | $208K | Sell |
940
-49
| -5% | -$10.9K | 0.15% | 83 |
|
|
2024
Q4 | $238K | Sell |
989
-19
| -2% | -$4.57K | 0.17% | 87 |
|
|
2024
Q3 | $239K | Sell |
1,008
-5
| -0.5% | -$1.19K | 0.15% | 98 |
|
|
2024
Q2 | $221K | Buy |
1,013
+21
| +2% | +$4.58K | 0.16% | 89 |
|
|
2024
Q1 | $227K | Sell |
992
-5,840
| -85% | -$1.33M | 0.16% | 87 |
|
|
2023
Q4 | $1.46M | Sell |
6,832
-20
| -0.3% | -$4.27K | 1.1% | 40 |
|
|
2023
Q3 | $1.3M | Sell |
6,852
-5
| -0.1% | -$945 | 1.01% | 43 |
|
|
2023
Q2 | $1.36M | Buy |
+6,857
| New | +$1.36M | 1.03% | 42 |
|
|
2022
Q4 | $1.33M | Buy |
7,251
+102
| +1% | +$18.7K | 1.02% | 43 |
|
|
2022
Q3 | $1.22M | Buy |
7,149
+567
| +9% | +$96.9K | 1.09% | 39 |
|
|
2022
Q2 | $1.16M | Buy |
6,582
+33
| +0.5% | +$5.81K | 0.99% | 43 |
|
|
2022
Q1 | $1.39M | Buy |
6,549
+21
| +0.3% | +$4.46K | 1.04% | 41 |
|
|
2021
Q4 | $1.48M | Buy |
6,528
+1,044
| +19% | +$236K | 1.01% | 41 |
|
|
2021
Q3 | $1.2M | Buy |
5,484
+804
| +17% | +$176K | 0.92% | 45 |
|
|
2021
Q2 | $1.05M | Buy |
4,680
+2,769
| +145% | +$624K | 0.83% | 46 |
|
|
2021
Q1 | $409K | Sell |
1,911
-170
| -8% | -$36.4K | 0.33% | 69 |
|
|
2020
Q4 | $405K | Buy |
2,081
+750
| +56% | +$146K | 0.35% | 66 |
|
|
2020
Q3 | $205K | Buy |
+1,331
| New | +$205K | 0.19% | 79 |
|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$331K | – | 87 |
|
|
2019
Q4 | $331K | Buy |
+2,000
| New | +$331K | 0.32% | 70 |
|