Security National Bank’s Vanguard Information Technology ETF VGT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$416K	Sell	627 -15	-2%	-$9.95K	0.07%	93
2025 Q1	$348K	Sell	642 -16	-2%	-$8.68K	0.07%	96
2024 Q4	$409K	Sell	658 -39	-6%	-$24.3K	0.06%	84
2024 Q3	$409K	Sell	697 -36	-5%	-$21.1K	0.06%	89
2024 Q2	$423K	Sell	733 -37	-5%	-$21.3K	0.06%	85
2024 Q1	$404K	Hold	770	–	–	0.06%	87
2023 Q4	$373K	Sell	770 -11	-1%	-$5.32K	0.08%	87
2023 Q3	$323K	Hold	781	–	–	0.09%	84
2023 Q2	$345K	Hold	781	–	–	0.09%	82
2023 Q1	$301K	Hold	781	–	–	0.08%	82
2022 Q4	$249K	Hold	781	–	–	0.07%	91
2022 Q3	$240K	Sell	781 -219	-22%	-$67.3K	0.07%	88
2022 Q2	$327K	Hold	1,000	–	–	0.09%	76
2022 Q1	$416K	Hold	1,000	–	–	0.1%	75
2021 Q4	$458K	Hold	1,000	–	–	0.1%	71
2021 Q3	$401K	Hold	1,000	–	–	0.1%	73
2021 Q2	$399K	Hold	1,000	–	–	0.11%	71
2021 Q1	$358K	Hold	1,000	–	–	0.11%	73
2020 Q4	$353K	Sell	1,000 -650	-39%	-$229K	0.11%	61
2020 Q3	$514K	Hold	1,650	–	–	0.18%	53
2020 Q2	$460K	Hold	1,650	–	–	0.19%	53
2020 Q1	$350K	Hold	1,650	–	–	0.18%	52
2019 Q4	$404K	Hold	1,650	–	–	0.18%	58
2019 Q3	$356K	Hold	1,650	–	–	0.17%	58
2019 Q2	$348K	Hold	1,650	–	–	0.17%	59
2019 Q1	$331K	Hold	1,650	–	–	0.17%	57
2018 Q4	$275K	Buy	+1,650	New	+$275K	0.17%	54