First Western Trust Bank’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

First Western Trust Bank’s Portfolio VONG Stock Details VONG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,886	Closed	-$337K	–	209
2024 Q1	$337K	Sell	3,886 -1,095	-22%	-$90.8K	0.02%	152
2023 Q4	$389K	Hold	4,981	–	–	0.02%	146
2023 Q3	$341K	Sell	4,981 -150	-3%	-$10.7K	0.02%	140
2023 Q2	$363K	Buy	+5,131	New	+$336K	0.02%	143
2023 Q1	–	Sell	-15,237	Closed	-$840K	–	187
2022 Q4	$840K	Buy	15,237 +1,268	+9%	+$71.7K	0.05%	98
2022 Q3	$757K	Buy	13,969 +74	+0.5%	+$4.47K	0.05%	96
2022 Q2	$791K	Buy	+13,895	New	+$858K	0.05%	96

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

First Western Trust Bank's VONG Position: Q2 2024 in Review

First Western Trust Bank sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q2 2024, closing a stake of 3,886 shares — an estimated $337K sold.

First Western Trust Bank first reported a position in VONG in Q2 2022 and held it in 7 quarters. The position peaked at $840K in Q4 2022. 613 funds tracked by Wall St. Rank hold VONG as of Q2 2024.

First Western Trust Bank reported no remaining Vanguard Russell 1000 Growth ETF position as of Q2 2024 after selling out during the quarter.
First Western Trust Bank sold 3,886 Vanguard Russell 1000 Growth ETF shares in Q2 2024, an estimated $337K.
First Western Trust Bank first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2022 and held it in 7 quarters.
First Western Trust Bank's Vanguard Russell 1000 Growth ETF position peaked at $840K in Q4 2022.
613 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2024.

Based on First Western Trust Bank's 13F filing for Q2 2024, filed 5 Aug 2024.