Security National Bank’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $153K | Sell |
865
-293
| -25% | -$51.8K | 0.03% | 136 |
|
|
2025
Q1 | $200K | Buy |
1,158
+528
| +84% | +$91.2K | 0.04% | 125 |
|
|
2024
Q4 | $107K | Buy |
630
+280
| +80% | +$47.4K | 0.02% | 154 |
|
|
2024
Q3 | $61.1K | Hold |
350
| – | – | 0.01% | 189 |
|
|
2024
Q2 | $56.1K | Sell |
350
-470
| -57% | -$75.4K | 0.01% | 188 |
|
|
2024
Q1 | $134K | Buy |
820
+470
| +134% | +$76.5K | 0.02% | 123 |
|
|
2023
Q4 | $52.3K | Buy |
+350
| New | +$52.3K | 0.01% | 190 |
|