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. 2,293 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.
  • 2,293 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.