Security National Bank’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8
| Closed | -$1.57K | – | 340 |
|
|
2024
Q4 | $1.57K | Sell |
8
-36
| -82% | -$7.05K | ﹤0.01% | 312 |
|
|
2024
Q3 | $8.72K | Hold |
44
| – | – | ﹤0.01% | 261 |
|
|
2024
Q2 | $8.03K | Sell |
44
-22
| -33% | -$4.02K | ﹤0.01% | 262 |
|
|
2024
Q1 | $12.1K | Sell |
66
-500
| -88% | -$91.3K | ﹤0.01% | 240 |
|
|
2023
Q4 | $96.4K | Buy |
+566
| New | +$96.4K | 0.02% | 147 |
|