Security National Bank’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-8
Closed -$1.57K 340
2024
Q4
$1.57K Sell
8
-36
-82% -$7.19K ﹤0.01% 312
2024
Q3
$8.71K Hold
44
﹤0.01% 261
2024
Q2
$8.03K Sell
44
-22
-33% -$3.96K ﹤0.01% 262
2024
Q1
$12.1K Sell
66
-500
-88% -$87.8K ﹤0.01% 240
2023
Q4
$96.4K Buy
+566
New +$91.1K 0.02% 147

Other funds holding VIG

Security National Bank's VIG Position: Q1 2025 in Review

Security National Bank sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2025, closing a stake of 8 shares — an estimated $1.57K sold.

Security National Bank first reported a position in VIG in Q4 2023 and held it in 5 quarters. The position peaked at $96.4K in Q4 2023. 2,285 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

  • Security National Bank reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2025 after selling out during the quarter.
  • Security National Bank sold 8 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $1.57K.
  • Security National Bank first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and held it in 5 quarters.
  • Security National Bank's Vanguard Dividend Appreciation ETF position peaked at $96.4K in Q4 2023.
  • 2,285 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on Security National Bank's 13F filing for Q1 2025, filed 23 Apr 2025.