Security National Trust’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $120K | Hold |
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|
2021
Q2 | $120K | Sell |
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|
2021
Q1 | $120K | Buy |
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|
2020
Q4 | $104K | Hold |
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|
2020
Q3 | $94K | Hold |
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|
2020
Q2 | $86K | Hold |
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|
2020
Q1 | $72K | Hold |
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|
2019
Q4 | $90K | Hold |
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|
2019
Q3 | $83K | Hold |
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|
2019
Q2 | $82K | Hold |
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|
2019
Q1 | $79K | Hold |
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|
2018
Q4 | $70K | Hold |
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|
2018
Q3 | $81K | Hold |
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|
2018
Q2 | $76K | Buy |
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|
2018
Q1 | $65K | Buy |
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