Security National Bank of Sioux City Iowa’s Vanguard Energy ETF VDE Stock Holding History

Security National Bank of Sioux City Iowa’s Portfolio VDE Stock Details VDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-6,200	Closed	-$471K	–	112
2021 Q2	$471K	Buy	+6,200	New	+$449K	0.37%	64
2021 Q1	–	Sell	-10,695	Closed	-$555K	–	105
2020 Q4	$555K	Buy	+10,695	New	+$500K	0.48%	56
2019 Q2	–	Sell	-3,560	Closed	-$318K	–	90
2019 Q1	$318K	Sell	3,560 -38,430	-92%	-$3.34M	0.37%	66
2018 Q4	$3.24M	Buy	+41,990	New	+$3.84M	3.35%	4
2018 Q1	–	Sell	-6,755	Closed	-$668K	–	83
2017 Q4	$668K	Buy	+6,755	New	+$635K	0.61%	63
2016 Q1	–	Sell	-10,898	Closed	-$906K	–	73
2015 Q4	$906K	Buy	+10,898	New	+$994K	0.9%	57

Other funds holding VDE

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Security National Bank of Sioux City Iowa's VDE Position: Q3 2021 in Review

Security National Bank of Sioux City Iowa sold out of Vanguard Energy ETF (VDE) in Q3 2021, closing a stake of 6,200 shares — an estimated $471K sold.

Security National Bank of Sioux City Iowa first reported a position in VDE in Q4 2015 and held it in 6 quarters. The position peaked at $3.24M in Q4 2018. 409 funds tracked by Wall St. Rank hold VDE as of Q3 2021.

Security National Bank of Sioux City Iowa reported no remaining Vanguard Energy ETF position as of Q3 2021 after selling out during the quarter.
Security National Bank of Sioux City Iowa sold 6,200 Vanguard Energy ETF shares in Q3 2021, an estimated $471K.
Security National Bank of Sioux City Iowa first reported a position in Vanguard Energy ETF in Q4 2015 and held it in 6 quarters.
Security National Bank of Sioux City Iowa's Vanguard Energy ETF position peaked at $3.24M in Q4 2018.
409 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2021.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q3 2021, filed 16 Nov 2021.