Security National Bank of So Dak’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$554K Hold
1,980
0.3% 73
2025
Q1
$512K Buy
1,980
+99
+5% +$25.6K 0.29% 76
2024
Q4
$497K Buy
1,881
+30
+2% +$7.92K 0.28% 70
2024
Q3
$488K Hold
1,851
0.27% 72
2024
Q2
$448K Hold
1,851
0.27% 73
2024
Q1
$462K Buy
1,851
+460
+33% +$115K 0.28% 71
2023
Q4
$324K Sell
1,391
-930
-40% -$216K 0.21% 80
2023
Q3
$483K Buy
2,321
+30
+1% +$6.25K 0.36% 69
2023
Q2
$504K Buy
+2,291
New +$504K 0.36% 68
2022
Q4
$312K Buy
1,530
+20
+1% +$4.08K 0.23% 81
2022
Q3
$284K Buy
1,510
+30
+2% +$5.64K 0.26% 76
2022
Q2
$292K Hold
1,480
0.24% 80
2022
Q1
$352K Sell
1,480
-430
-23% -$102K 0.25% 76
2021
Q4
$487K Hold
1,910
0.33% 68
2021
Q3
$452K Buy
1,910
+52
+3% +$12.3K 0.35% 65
2021
Q2
$441K Sell
1,858
-132
-7% -$31.3K 0.34% 64
2021
Q1
$440K Sell
1,990
-60
-3% -$13.3K 0.37% 65
2020
Q4
$424K Sell
2,050
-50
-2% -$10.3K 0.38% 64
2020
Q3
$370K Hold
2,100
0.37% 63
2020
Q2
$344K Buy
2,100
+245
+13% +$40.1K 0.39% 58
2020
Q1
$244K Sell
1,855
-2,317
-56% -$305K 0.33% 61
2019
Q4
$743K Buy
4,172
+5
+0.1% +$890 0.75% 53
2019
Q3
$698K Buy
4,167
+555
+15% +$93K 0.81% 48
2019
Q2
$604K Hold
3,612
0.71% 54
2019
Q1
$581K Buy
3,612
+170
+5% +$27.3K 0.73% 54
2018
Q4
$476K Hold
3,442
0.62% 56
2018
Q3
$565K Hold
3,442
0.65% 57
2018
Q2
$543K Buy
3,442
+35
+1% +$5.52K 0.63% 62
2018
Q1
$525K Sell
3,407
-1,580
-32% -$243K 0.6% 64
2017
Q4
$772K Hold
4,987
0.83% 51
2017
Q3
$733K Sell
4,987
-100
-2% -$14.7K 0.84% 54
2017
Q2
$725K Hold
5,087
0.85% 54
2017
Q1
$708K Sell
5,087
-68
-1% -$9.46K 0.85% 57
2016
Q4
$679K Buy
5,155
+596
+13% +$78.5K 0.83% 57
2016
Q3
$590K Buy
4,559
+1,014
+29% +$131K 0.76% 58
2016
Q2
$438K Buy
3,545
+17
+0.5% +$2.1K 0.59% 62
2016
Q1
$428K Buy
+3,528
New +$428K 0.61% 63