Security National Trust’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	$83K	Hold	350	–	–	0.02%	230
2021 Q2	$83K	Hold	350	–	–	0.02%	239
2021 Q1	$77K	Hold	350	–	–	0.02%	242
2020 Q4	$72K	Sell	350 -281	-45%	-$57.8K	0.02%	241
2020 Q3	$112K	Buy	631 +281	+80%	+$49.9K	0.03%	196
2020 Q2	$57K	Hold	350	–	–	0.02%	245
2020 Q1	$46K	Hold	350	–	–	0.02%	250
2019 Q4	$62K	Hold	350	–	–	0.02%	245
2019 Q3	$59K	Hold	350	–	–	0.02%	243
2019 Q2	$59K	Hold	350	–	–	0.02%	249
2019 Q1	$56K	Sell	350 -750	-68%	-$120K	0.02%	247
2018 Q4	$152K	Hold	1,100	–	–	0.06%	164
2018 Q3	$180K	Buy	1,100 +300	+38%	+$49.1K	0.06%	170
2018 Q2	$126K	Hold	800	–	–	0.04%	195
2018 Q1	$123K	Hold	800	–	–	0.04%	197
2017 Q4	$124K	Sell	800 -1,450	-64%	-$225K	0.04%	201
2017 Q3	$331K	Hold	2,250	–	–	0.11%	131
2017 Q2	$321K	Hold	2,250	–	–	0.11%	137
2017 Q1	$313K	Hold	2,250	–	–	0.11%	140
2016 Q4	$296K	Hold	2,250	–	–	0.11%	143
2016 Q3	$292K	Hold	2,250	–	–	0.11%	143
2016 Q2	$278K	Buy	2,250 +800	+55%	+$98.8K	0.1%	144
2016 Q1	$176K	Hold	1,450	–	–	0.07%	175
2015 Q4	$174K	Sell	1,450 -2,350	-62%	-$282K	0.07%	175
2015 Q3	$443K	Hold	3,800	–	–	0.17%	110
2015 Q2	$484K	Hold	3,800	–	–	0.17%	109
2015 Q1	$504K	Hold	3,800	–	–	0.18%	110
2014 Q4	$470K	Hold	3,800	–	–	0.17%	112
2014 Q3	$446K	Hold	3,800	–	–	0.18%	112
2014 Q2	$451K	Hold	3,800	–	–	0.18%	116
2014 Q1	$432K	Hold	3,800	–	–	0.18%	115
2013 Q4	$418K	Hold	3,800	–	–	0.17%	115
2013 Q3	$389K	Hold	3,800	–	–	0.18%	113
2013 Q2	$362K	Buy	+3,800	New	+$362K	0.17%	110