First Western Trust Bank’s Vanguard Small-Cap ETF VB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$202K Buy
2024
Q4
Sell
2024
Q3
$227K Sell
2024
Q2
$241K Buy
2024
Q1
$222K Hold
2023
Q4
$207K Buy
2023
Q3
Sell
2023
Q2
$290K Sell
2023
Q1
$295K Sell
2022
Q4
$349K Sell
2022
Q3
$333K Hold
2022
Q2
$346K Buy
2022
Q1
$391K Buy