Security National Bank of So Dak’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,200
| Closed | -$481K | – | 111 |
|
|
2021
Q4 | $481K | Hold |
6,200
| – | – | 0.32% | 69 |
|
|
2021
Q3 | $458K | Buy |
+6,200
| New | +$458K | 0.35% | 64 |
|
|
2021
Q2 | – | Sell |
-6,200
| Closed | -$422K | – | 115 |
|
|
2021
Q1 | $422K | Sell |
6,200
-596
| -9% | -$40.6K | 0.35% | 66 |
|
|
2020
Q4 | $353K | Buy |
+6,796
| New | +$353K | 0.31% | 66 |
|
|
2019
Q1 | – | Sell |
-19,691
| Closed | -$1.52M | – | 85 |
|
|
2018
Q4 | $1.52M | Buy |
+19,691
| New | +$1.52M | 1.97% | 16 |
|
|
2018
Q1 | – | Sell |
-8,397
| Closed | -$831K | – | 93 |
|
|
2017
Q4 | $831K | Buy |
+8,397
| New | +$831K | 0.9% | 47 |
|
|
2016
Q1 | – | Sell |
-4,211
| Closed | -$350K | – | 74 |
|
|
2015
Q4 | $350K | Buy |
+4,211
| New | +$350K | 0.49% | 64 |
|