Security National Bank of Sioux City Iowa’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Sell |
424
-7
| -2% | -$3.98K | 0.17% | 82 |
|
|
2025
Q1 | $221K | Sell |
431
-56
| -11% | -$28.8K | 0.16% | 82 |
|
|
2024
Q4 | $262K | Sell |
487
-15
| -3% | -$8.08K | 0.18% | 83 |
|
|
2024
Q3 | $265K | Sell |
502
-10
| -2% | -$5.28K | 0.16% | 92 |
|
|
2024
Q2 | $256K | Sell |
512
-14
| -3% | -$7K | 0.18% | 83 |
|
|
2024
Q1 | $253K | Sell |
526
-50
| -9% | -$24K | 0.18% | 85 |
|
|
2023
Q4 | $252K | Buy |
576
+25
| +5% | +$10.9K | 0.19% | 83 |
|
|
2023
Q3 | $216K | Sell |
551
-10
| -2% | -$3.93K | 0.17% | 89 |
|
|
2023
Q2 | $228K | Buy |
+561
| New | +$228K | 0.17% | 85 |
|
|
2022
Q4 | $300K | Buy |
854
+104
| +14% | +$36.5K | 0.23% | 80 |
|
|
2022
Q3 | $246K | Buy |
+750
| New | +$246K | 0.22% | 83 |
|