Security National Bank of So Dak’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 | $395K | Sell |
7,995
-1,480
| -16% | -$73.2K | 0.22% | 82 |
|
2025
Q1 | $429K | Sell |
9,475
-128
| -1% | -$5.79K | 0.24% | 81 |
|
2024
Q4 | $423K | Buy |
9,603
+1,542
| +19% | +$67.9K | 0.24% | 79 |
|
2024
Q3 | $386K | Hold |
8,061
| – | – | 0.21% | 79 |
|
2024
Q2 | $353K | Hold |
8,061
| – | – | 0.21% | 79 |
|
2024
Q1 | $337K | Buy |
8,061
+2,309
| +40% | +$96.4K | 0.2% | 81 |
|
2023
Q4 | $236K | Sell |
5,752
-3,410
| -37% | -$140K | 0.16% | 90 |
|
2023
Q3 | $359K | Buy |
9,162
+890
| +11% | +$34.9K | 0.26% | 76 |
|
2023
Q2 | $337K | Buy |
+8,272
| New | +$337K | 0.24% | 78 |
|
2022
Q4 | $246K | Buy |
+6,302
| New | +$246K | 0.18% | 90 |
|
2022
Q3 | – | Sell |
-5,071
| Closed | -$211K | – | 93 |
|
2022
Q2 | $211K | Buy |
5,071
+709
| +16% | +$29.5K | 0.17% | 89 |
|
2022
Q1 | $201K | Hold |
4,362
| – | – | 0.14% | 100 |
|
2021
Q4 | $216K | Hold |
4,362
| – | – | 0.15% | 103 |
|
2021
Q3 | $218K | Sell |
4,362
-2,609
| -37% | -$130K | 0.17% | 94 |
|
2021
Q2 | $379K | Buy |
6,971
+2,609
| +60% | +$142K | 0.29% | 71 |
|
2021
Q1 | $227K | Buy |
+4,362
| New | +$227K | 0.19% | 88 |
|
2016
Q1 | – | Sell |
-75,740
| Closed | -$2.48M | – | 76 |
|
2015
Q4 | $2.48M | Buy |
+75,740
| New | +$2.48M | 3.48% | 4 |
|