Security National Bank’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$246K Buy
2025
Q2
$197K Hold
2025
Q1
$167K Hold
2024
Q4
$185K Hold
2024
Q3
$173K Hold
2024
Q2
$168K Hold
2024
Q1
$155K Sell
2023
Q4
$201K Buy