Security National Bank’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $197K | Hold |
450
| – | – | 0.03% | 124 |
|
|
2025
Q1 | $167K | Hold |
450
| – | – | 0.03% | 130 |
|
|
2024
Q4 | $185K | Hold |
450
| – | – | 0.03% | 119 |
|
|
2024
Q3 | $173K | Hold |
450
| – | – | 0.02% | 120 |
|
|
2024
Q2 | $168K | Hold |
450
| – | – | 0.02% | 114 |
|
|
2024
Q1 | $155K | Sell |
450
-195
| -30% | -$67.1K | 0.02% | 114 |
|
|
2023
Q4 | $201K | Buy |
+645
| New | +$201K | 0.05% | 110 |
|