Security National Bank of Sioux City Iowa’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,221
| Closed | -$1.08M | – | 94 |
|
|
2024
Q4 | $1.08M | Buy |
+9,221
| New | +$1.08M | 0.76% | 55 |
|
|
2022
Q4 | $1.58M | Buy |
+18,333
| New | +$1.58M | 1.21% | 34 |
|
|
2022
Q1 | – | Sell |
-3,789
| Closed | -$407K | – | 95 |
|
|
2021
Q4 | $407K | Buy |
+3,789
| New | +$407K | 0.28% | 71 |
|
|
2021
Q3 | – | Sell |
-18,108
| Closed | -$1.88M | – | 114 |
|
|
2021
Q2 | $1.88M | Buy |
+18,108
| New | +$1.88M | 1.47% | 23 |
|
|
2021
Q1 | – | Sell |
-12,365
| Closed | -$1.15M | – | 106 |
|
|
2020
Q4 | $1.15M | Buy |
+12,365
| New | +$1.15M | 0.98% | 44 |
|
|
2020
Q1 | – | Sell |
-13,440
| Closed | -$1.09M | – | 89 |
|
|
2019
Q4 | $1.09M | Buy |
13,440
+9,363
| +230% | +$759K | 1.07% | 39 |
|
|
2019
Q3 | $305K | Buy |
+4,077
| New | +$305K | 0.35% | 67 |
|
|
2019
Q2 | – | Sell |
-17,897
| Closed | -$1.31M | – | 91 |
|
|
2019
Q1 | $1.31M | Sell |
17,897
-49,644
| -74% | -$3.63M | 1.51% | 22 |
|
|
2018
Q4 | $4.42M | Buy |
67,541
+43,451
| +180% | +$2.84M | 4.58% | 2 |
|
|
2018
Q3 | $1.83M | Buy |
24,090
+5,636
| +31% | +$427K | 1.61% | 19 |
|
|
2018
Q2 | $1.35M | Sell |
18,454
-12,652
| -41% | -$928K | 1.27% | 35 |
|
|
2018
Q1 | $2.29M | Sell |
31,106
-2,281
| -7% | -$168K | 2.15% | 8 |
|
|
2017
Q4 | $2.48M | Buy |
+33,387
| New | +$2.48M | 2.25% | 7 |
|
|
2017
Q1 | – | Sell |
-43,490
| Closed | -$2.65M | – | 85 |
|
|
2016
Q4 | $2.65M | Buy |
+43,490
| New | +$2.65M | 2.76% | 3 |
|
|
2016
Q1 | – | Sell |
-148,409
| Closed | -$8.55M | – | 74 |
|
|
2015
Q4 | $8.55M | Buy |
+148,409
| New | +$8.55M | 8.47% | 1 |
|
|
2015
Q1 | – | Sell |
-20,375
| Closed | -$1.23M | – | 83 |
|
|
2014
Q4 | $1.23M | Buy |
+20,375
| New | +$1.23M | 1.37% | 35 |
|