Security National Bank’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Sell |
955
-96
| -9% | -$11.4K | 0.02% | 160 |
|
|
2025
Q1 | $136K | Sell |
1,051
-114
| -10% | -$14.8K | 0.03% | 143 |
|
|
2024
Q4 | $141K | Sell |
1,165
-5
| -0.4% | -$607 | 0.02% | 136 |
|
|
2024
Q3 | $143K | Hold |
1,170
| – | – | 0.02% | 127 |
|
|
2024
Q2 | $149K | Hold |
1,170
| – | – | 0.02% | 122 |
|
|
2024
Q1 | $154K | Hold |
1,170
| – | – | 0.02% | 116 |
|
|
2023
Q4 | $137K | Buy |
+1,170
| New | +$137K | 0.03% | 127 |
|