Security National Bank of Sioux City Iowa’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $538K | Sell |
1,228
-5
| -0.4% | -$2.19K | 0.38% | 61 |
|
|
2025
Q1 | $457K | Buy |
1,233
+420
| +52% | +$156K | 0.33% | 64 |
|
|
2024
Q4 | $334K | Sell |
813
-21
| -3% | -$8.62K | 0.23% | 73 |
|
|
2024
Q3 | $320K | Sell |
834
-55
| -6% | -$21.1K | 0.2% | 86 |
|
|
2024
Q2 | $332K | Sell |
889
-3
| -0.3% | -$1.12K | 0.24% | 72 |
|
|
2024
Q1 | $307K | Sell |
892
-54
| -6% | -$18.6K | 0.22% | 76 |
|
|
2023
Q4 | $294K | Hold |
946
| – | – | 0.22% | 78 |
|
|
2023
Q3 | $258K | Sell |
946
-10
| -1% | -$2.72K | 0.2% | 79 |
|
|
2023
Q2 | $271K | Buy |
+956
| New | +$271K | 0.2% | 80 |
|
|
2021
Q3 | – | Sell |
-5,150
| Closed | -$1.48M | – | 116 |
|
|
2021
Q2 | $1.48M | Buy |
+5,150
| New | +$1.48M | 1.16% | 38 |
|