Security National Bank of Sioux City Iowa’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-6,200
| Closed | -$471K | – | 112 |
|
|
2021
Q2 | $471K | Buy |
+6,200
| New | +$471K | 0.37% | 64 |
|
|
2021
Q1 | – | Sell |
-10,695
| Closed | -$555K | – | 105 |
|
|
2020
Q4 | $555K | Buy |
+10,695
| New | +$555K | 0.48% | 56 |
|
|
2019
Q2 | – | Sell |
-3,560
| Closed | -$318K | – | 90 |
|
|
2019
Q1 | $318K | Sell |
3,560
-38,430
| -92% | -$3.43M | 0.37% | 66 |
|
|
2018
Q4 | $3.24M | Buy |
+41,990
| New | +$3.24M | 3.35% | 4 |
|
|
2018
Q1 | – | Sell |
-6,755
| Closed | -$668K | – | 83 |
|
|
2017
Q4 | $668K | Buy |
+6,755
| New | +$668K | 0.61% | 63 |
|
|
2016
Q1 | – | Sell |
-10,898
| Closed | -$906K | – | 73 |
|
|
2015
Q4 | $906K | Buy |
+10,898
| New | +$906K | 0.9% | 57 |
|