Security National Bank of Sioux City Iowa’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.25M | Buy |
6,143
+39
| +0.6% | +$7.95K | 0.96% | 46 |
|
|
2022
Q3 | $1.15M | Buy |
6,104
+384
| +7% | +$72.2K | 1.02% | 43 |
|
|
2022
Q2 | $1.13M | Buy |
5,720
+17
| +0.3% | +$3.35K | 0.96% | 44 |
|
|
2022
Q1 | $1.36M | Sell |
5,703
-1
| -0% | -$238 | 1.01% | 42 |
|
|
2021
Q4 | $1.45M | Buy |
5,704
+1,096
| +24% | +$279K | 1% | 43 |
|
|
2021
Q3 | $1.09M | Buy |
4,608
+2,698
| +141% | +$639K | 0.84% | 48 |
|
|
2021
Q2 | $453K | Sell |
1,910
-78
| -4% | -$18.5K | 0.36% | 65 |
|
|
2021
Q1 | $440K | Buy |
1,988
+49
| +3% | +$10.8K | 0.35% | 64 |
|
|
2020
Q4 | $401K | Buy |
1,939
+750
| +63% | +$155K | 0.34% | 67 |
|
|
2020
Q3 | $210K | Buy |
+1,189
| New | +$210K | 0.2% | 77 |
|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$356K | – | 88 |
|
|
2019
Q4 | $356K | Buy |
+2,000
| New | +$356K | 0.35% | 67 |
|