Number of Shares
40,555.00
Current Holdings Value*
$4.70 Mil
% of Portfolio
2.66%
Total Estimate Gain
$3.21 Mil
% of Total Estimate Gain
11.85%

SECURITY NATIONAL BANK OF SO DAK's Vanguard Total World Stock ETF Holding Summary

As of 2025-03-31, SECURITY NATIONAL BANK OF SO DAK held 40,555.00 shares of Vanguard Total World Stock ETF(VT), totaling $4.70 Mil. This investment constitutes 2.66% of their stock portfolio, and SECURITY NATIONAL BANK OF SO DAK now holds 0.01% of the outstanding Vanguard Total World Stock ETF(VT) stock.

The initial trade took place in 2014Q4. And since then SECURITY NATIONAL BANK OF SO DAK has made 14 purchases of VT, at an average price of $77.21, for a total of 351,109.00 shares. In addition, there have been 18 sales at an average price of $80.68 for 310,554.00 shares. Based on historical transaction data and VT's current price of $129.87, SECURITY NATIONAL BANK OF SO DAK's estimated gain on his VT holdings is $3.21 Mil, reflecting a 11.85% gain to date.

SECURITY NATIONAL BANK OF SO DAK VT ($129.87) Holding Chart

SECURITY NATIONAL BANK OF SO DAK VT ($129.87) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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