FWTB
First Western Trust Bank’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $950K | Hold |
10,669
| – | – | 0.04% | 89 |
|
|
2025
Q1 | $966K | Sell |
10,669
-2,109
| -17% | -$191K | 0.05% | 85 |
|
|
2024
Q4 | $1.14M | Hold |
12,778
| – | – | 0.05% | 82 |
|
|
2024
Q3 | $1.24M | Hold |
12,778
| – | – | 0.06% | 82 |
|
|
2024
Q2 | $1.07M | Hold |
12,778
| – | – | 0.05% | 80 |
|
|
2024
Q1 | $1.11M | Hold |
12,778
| – | – | 0.05% | 83 |
|
|
2023
Q4 | $1.13M | Sell |
12,778
-279
| -2% | -$24.7K | 0.06% | 83 |
|
|
2023
Q3 | $988K | Sell |
13,057
-708
| -5% | -$53.6K | 0.05% | 87 |
|
|
2023
Q2 | $1.15M | Sell |
13,765
-77
| -0.6% | -$6.43K | 0.06% | 84 |
|
|
2023
Q1 | $1.15M | Buy |
13,842
+126
| +0.9% | +$10.5K | 0.06% | 87 |
|
|
2022
Q4 | $1.13M | Hold |
13,716
| – | – | 0.06% | 81 |
|
|
2022
Q3 | $1.1M | Sell |
13,716
-70
| -0.5% | -$5.61K | 0.07% | 77 |
|
|
2022
Q2 | $1.26M | Buy |
13,786
+150
| +1% | +$13.7K | 0.08% | 75 |
|
|
2022
Q1 | $1.5M | Buy |
+13,636
| New | +$1.5M | 0.08% | 75 |
|