Security National Bank’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Buy |
10,637
+347
| +3% | +$105K | 0.56% | 47 |
|
|
2025
Q1 | $2.83M | Buy |
10,290
+31
| +0.3% | +$8.52K | 0.53% | 44 |
|
|
2024
Q4 | $2.97M | Sell |
10,259
-119
| -1% | -$34.5K | 0.42% | 45 |
|
|
2024
Q3 | $2.94M | Buy |
10,378
+119
| +1% | +$33.7K | 0.4% | 48 |
|
|
2024
Q2 | $2.74M | Hold |
10,259
| – | – | 0.4% | 48 |
|
|
2024
Q1 | $2.67M | Buy |
10,259
+1,074
| +12% | +$279K | 0.4% | 46 |
|
|
2023
Q4 | $2.18M | Hold |
9,185
| – | – | 0.49% | 49 |
|
|
2023
Q3 | $1.96M | Hold |
9,185
| – | – | 0.55% | 48 |
|
|
2023
Q2 | $2.02M | Hold |
9,185
| – | – | 0.52% | 51 |
|
|
2023
Q1 | $1.87M | Sell |
9,185
-1,496
| -14% | -$305K | 0.5% | 51 |
|
|
2022
Q4 | $2.04M | Sell |
10,681
-30
| -0.3% | -$5.74K | 0.55% | 50 |
|
|
2022
Q3 | $1.92M | Hold |
10,711
| – | – | 0.54% | 54 |
|
|
2022
Q2 | $2.02M | Buy |
10,711
+8,650
| +420% | +$1.63M | 0.56% | 52 |
|
|
2022
Q1 | $469K | Sell |
2,061
-65
| -3% | -$14.8K | 0.11% | 72 |
|
|
2021
Q4 | $513K | Buy |
2,126
+990
| +87% | +$239K | 0.12% | 68 |
|
|
2021
Q3 | $252K | Sell |
1,136
-100
| -8% | -$22.2K | 0.06% | 91 |
|
|
2021
Q2 | $275K | Buy |
1,236
+180
| +17% | +$40K | 0.07% | 83 |
|
|
2021
Q1 | $218K | Buy |
+1,056
| New | +$218K | 0.06% | 89 |
|
|
2019
Q4 | – | Sell |
-1,532
| Closed | -$231K | – | 76 |
|
|
2019
Q3 | $231K | Sell |
1,532
-35
| -2% | -$5.28K | 0.11% | 70 |
|
|
2019
Q2 | $235K | Sell |
1,567
-50
| -3% | -$7.5K | 0.12% | 69 |
|
|
2019
Q1 | $234K | Hold |
1,617
| – | – | 0.12% | 68 |
|
|
2018
Q4 | $206K | Buy |
+1,617
| New | +$206K | 0.13% | 63 |
|