First Western Trust Bank’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,096
Closed -$283K 186
2022
Q4
$283K Sell
2,096
-70
-3% -$9.39K 0.02% 160
2022
Q3
$264K Buy
+2,166
New +$293K 0.02% 152
2022
Q2
Sell
-5,331
Closed -$754K 187
2022
Q1
$808K Buy
+5,331
New +$784K 0.04% 100

Other funds holding VOE

First Western Trust Bank's VOE Position: Q1 2023 in Review

First Western Trust Bank sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2023, closing a stake of 2,096 shares — an estimated $283K sold.

First Western Trust Bank first reported a position in VOE in Q1 2022 and held it in 3 quarters. The position peaked at $808K in Q1 2022. 905 funds tracked by Wall St. Rank hold VOE as of Q1 2023.

  • First Western Trust Bank reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • First Western Trust Bank sold 2,096 Vanguard Mid-Cap Value ETF shares in Q1 2023, an estimated $283K.
  • First Western Trust Bank first reported a position in Vanguard Mid-Cap Value ETF in Q1 2022 and held it in 3 quarters.
  • First Western Trust Bank's Vanguard Mid-Cap Value ETF position peaked at $808K in Q1 2022.
  • 905 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2023.

Based on First Western Trust Bank's 13F filing for Q1 2023, filed 15 May 2023.