Security National Bank’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.98M | Buy |
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|
2025
Q2 | $3.23M | Buy |
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|
2025
Q1 | $2.83M | Buy |
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|
2024
Q4 | $2.97M | Sell |
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|
2024
Q3 | $2.94M | Buy |
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|
2024
Q2 | $2.74M | Hold |
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|
2024
Q1 | $2.67M | Buy |
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|
2023
Q4 | $2.18M | Hold |
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|
2023
Q3 | $1.96M | Hold |
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|
2023
Q2 | $2.02M | Hold |
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|
2023
Q1 | $1.87M | Sell |
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|
2022
Q4 | $2.04M | Sell |
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|
2022
Q3 | $1.92M | Hold |
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|
2022
Q2 | $2.02M | Buy |
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|
2022
Q1 | $469K | Sell |
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|
2021
Q4 | $513K | Buy |
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|
2021
Q3 | $252K | Sell |
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|
2021
Q2 | $275K | Buy |
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|
2021
Q1 | $218K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $231K | Sell |
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|
2019
Q2 | $235K | Sell |
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|
2019
Q1 | $234K | Hold |
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|
2018
Q4 | $206K | Buy |
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