Security National Trust’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $120K | Hold |
304
| – | – | 0.03% | 208 |
|
|
2021
Q2 | $120K | Sell |
304
-25
| -8% | -$9.87K | 0.03% | 217 |
|
|
2021
Q1 | $120K | Buy |
329
+25
| +8% | +$9.12K | 0.03% | 213 |
|
|
2020
Q4 | $104K | Hold |
304
| – | – | 0.03% | 218 |
|
|
2020
Q3 | $94K | Hold |
304
| – | – | 0.03% | 216 |
|
|
2020
Q2 | $86K | Hold |
304
| – | – | 0.03% | 223 |
|
|
2020
Q1 | $72K | Hold |
304
| – | – | 0.03% | 223 |
|
|
2019
Q4 | $90K | Hold |
304
| – | – | 0.03% | 226 |
|
|
2019
Q3 | $83K | Hold |
304
| – | – | 0.03% | 224 |
|
|
2019
Q2 | $82K | Hold |
304
| – | – | 0.03% | 226 |
|
|
2019
Q1 | $79K | Hold |
304
| – | – | 0.03% | 224 |
|
|
2018
Q4 | $70K | Hold |
304
| – | – | 0.03% | 217 |
|
|
2018
Q3 | $81K | Hold |
304
| – | – | 0.03% | 229 |
|
|
2018
Q2 | $76K | Buy |
304
+37
| +14% | +$9.25K | 0.03% | 236 |
|
|
2018
Q1 | $65K | Buy |
+267
| New | +$65K | 0.02% | 243 |
|