FCBT
First Citizens Bank & Trust’s Vanguard S&P 500 ETF VOO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $26.9M | Buy |
47,305
+445
| +0.9% | +$253K | 0.49% | 28 |
|
2025
Q1 | $24.1M | Buy |
46,860
+86
| +0.2% | +$44.2K | 0.61% | 24 |
|
2024
Q4 | $25.2M | Sell |
46,774
-763
| -2% | -$411K | 0.46% | 26 |
|
2024
Q3 | $25.1M | Buy |
47,537
+432
| +0.9% | +$228K | 0.55% | 27 |
|
2024
Q2 | $23.6M | Buy |
47,105
+80
| +0.2% | +$40K | 0.44% | 29 |
|
2024
Q1 | $22.6M | Buy |
47,025
+4,222
| +10% | +$2.03M | 0.43% | 30 |
|
2023
Q4 | $18.7M | Buy |
42,803
+374
| +0.9% | +$163K | 0.34% | 27 |
|
2023
Q3 | $16.7M | Buy |
42,429
+304
| +0.7% | +$119K | 0.32% | 25 |
|
2023
Q2 | $17.2M | Buy |
42,125
+699
| +2% | +$285K | 0.32% | 27 |
|
2023
Q1 | $15.6M | Buy |
41,426
+459
| +1% | +$173K | 0.31% | 24 |
|
2022
Q4 | $14.4M | Hold |
40,967
| – | – | 0.44% | 21 |
|
2022
Q3 | $13.4M | Hold |
40,967
| – | – | 0.44% | 19 |
|
2022
Q2 | $14.2M | Sell |
40,967
-205
| -0.5% | -$71.1K | 0.5% | 19 |
|
2022
Q1 | $17.1M | Buy |
+41,172
| New | +$17.1M | 0.66% | 23 |
|
2021
Q4 | – | Sell |
-917
| Closed | -$362K | – | 447 |
|
2021
Q3 | $362K | Buy |
917
+195
| +27% | +$77K | 0.02% | 251 |
|
2021
Q2 | $284K | Buy |
+722
| New | +$284K | 0.01% | 308 |
|
2015
Q3 | – | Sell |
-2,670
| Closed | -$504K | – | 435 |
|
2015
Q2 | $504K | Buy |
+2,670
| New | +$504K | 0.03% | 307 |
|