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 |
|