Security National Bank of Sioux City Iowa’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $272K | Sell |
5,496
-44
| -0.8% | -$2.18K | 0.19% | 77 |
|
2025
Q1 | $251K | Sell |
5,540
-41
| -0.7% | -$1.86K | 0.18% | 79 |
|
2024
Q4 | $246K | Sell |
5,581
-10
| -0.2% | -$440 | 0.17% | 86 |
|
2024
Q3 | $268K | Sell |
5,591
-15
| -0.3% | -$718 | 0.16% | 91 |
|
2024
Q2 | $245K | Sell |
5,606
-26
| -0.5% | -$1.14K | 0.18% | 85 |
|
2024
Q1 | $235K | Sell |
5,632
-16,917
| -75% | -$707K | 0.17% | 86 |
|
2023
Q4 | $927K | Hold |
22,549
| – | – | 0.7% | 54 |
|
2023
Q3 | $884K | Buy |
22,549
+425
| +2% | +$16.7K | 0.69% | 55 |
|
2023
Q2 | $900K | Buy |
+22,124
| New | +$900K | 0.68% | 56 |
|
2022
Q4 | $873K | Buy |
22,392
+3,197
| +17% | +$125K | 0.67% | 57 |
|
2022
Q3 | $700K | Buy |
19,195
+1,856
| +11% | +$67.7K | 0.62% | 57 |
|
2022
Q2 | $722K | Buy |
17,339
+53
| +0.3% | +$2.21K | 0.62% | 56 |
|
2022
Q1 | $797K | Sell |
17,286
-209
| -1% | -$9.64K | 0.59% | 56 |
|
2021
Q4 | $865K | Buy |
17,495
+2,054
| +13% | +$102K | 0.59% | 56 |
|
2021
Q3 | $772K | Buy |
15,441
+11,079
| +254% | +$554K | 0.59% | 57 |
|
2021
Q2 | $237K | Sell |
4,362
-3,336
| -43% | -$181K | 0.19% | 89 |
|
2021
Q1 | $401K | Buy |
7,698
+689
| +10% | +$35.9K | 0.32% | 70 |
|
2020
Q4 | $351K | Hold |
7,009
| – | – | 0.3% | 69 |
|
2020
Q3 | $303K | Hold |
7,009
| – | – | 0.28% | 67 |
|
2020
Q2 | $278K | Buy |
7,009
+509
| +8% | +$20.2K | 0.3% | 67 |
|
2020
Q1 | $218K | Sell |
6,500
-6,000
| -48% | -$201K | 0.28% | 67 |
|
2019
Q4 | $556K | Buy |
+12,500
| New | +$556K | 0.55% | 58 |
|
2016
Q1 | – | Sell |
-63,120
| Closed | -$2.07M | – | 75 |
|
2015
Q4 | $2.07M | Buy |
+63,120
| New | +$2.07M | 2.04% | 10 |
|