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

First Western Trust Bank’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,189
Closed -$239K – 210
2024
Q3 		$239K Buy
+1,189
New +$229K 0.01% 182

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First Western Trust Bank's VBR Position: Q4 2024 in Review

First Western Trust Bank sold out of Vanguard Small-Cap Value ETF (VBR) in Q4 2024, closing a stake of 1,189 shares — an estimated $239K sold.

First Western Trust Bank first reported a position in VBR in Q3 2024 and held it in 1 quarter. The position peaked at $239K in Q3 2024. 1,587 funds tracked by Wall St. Rank hold VBR as of Q4 2024.

  • First Western Trust Bank reported no remaining Vanguard Small-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • First Western Trust Bank sold 1,189 Vanguard Small-Cap Value ETF shares in Q4 2024, an estimated $239K.
  • First Western Trust Bank first reported a position in Vanguard Small-Cap Value ETF in Q3 2024 and held it in 1 quarter.
  • First Western Trust Bank's Vanguard Small-Cap Value ETF position peaked at $239K in Q3 2024.
  • 1,587 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2024.

Based on First Western Trust Bank's 13F filing for Q4 2024, filed 13 Feb 2025.