First Western Trust Bank’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-966
| Closed | -$255K | – | 201 |
|
|
2024
Q4 | $255K | Sell |
966
-903
| -48% | -$239K | 0.01% | 166 |
|
|
2024
Q3 | $493K | Buy |
1,869
+299
| +19% | +$78.9K | 0.02% | 127 |
|
|
2024
Q2 | $380K | Buy |
1,570
+105
| +7% | +$25.4K | 0.02% | 136 |
|
|
2024
Q1 | $366K | Sell |
1,465
-205
| -12% | -$51.2K | 0.02% | 146 |
|
|
2023
Q4 | $389K | Sell |
1,670
-154
| -8% | -$35.8K | 0.02% | 147 |
|
|
2023
Q3 | $380K | Sell |
1,824
-175
| -9% | -$36.4K | 0.02% | 132 |
|
|
2023
Q2 | $440K | Sell |
1,999
-68
| -3% | -$15K | 0.02% | 130 |
|
|
2023
Q1 | $436K | Buy |
2,067
+554
| +37% | +$117K | 0.02% | 129 |
|
|
2022
Q4 | $308K | Hold |
1,513
| – | – | 0.02% | 153 |
|
|
2022
Q3 | $284K | Sell |
1,513
-522
| -26% | -$98K | 0.02% | 143 |
|
|
2022
Q2 | $404K | Hold |
2,035
| – | – | 0.03% | 122 |
|
|
2022
Q1 | $490K | Buy |
+2,035
| New | +$490K | 0.03% | 123 |
|