First Western Trust Bank’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150M | Sell |
264,651
-11,808
| -4% | -$6.71M | 6.76% | 2 |
|
|
2025
Q1 | $142M | Buy |
276,459
+2,377
| +0.9% | +$1.22M | 6.8% | 2 |
|
|
2024
Q4 | $148M | Sell |
274,082
-33,955
| -11% | -$18.3M | 6.82% | 2 |
|
|
2024
Q3 | $163M | Sell |
308,037
-29,280
| -9% | -$15.5M | 7.31% | 2 |
|
|
2024
Q2 | $169M | Buy |
337,317
+29,855
| +10% | +$14.9M | 8.03% | 2 |
|
|
2024
Q1 | $148M | Buy |
307,462
+6,561
| +2% | +$3.15M | 6.73% | 2 |
|
|
2023
Q4 | $131M | Buy |
300,901
+12,093
| +4% | +$5.28M | 6.54% | 2 |
|
|
2023
Q3 | $113M | Sell |
288,808
-10,433
| -3% | -$4.1M | 6.1% | 2 |
|
|
2023
Q2 | $122M | Sell |
299,241
-8,009
| -3% | -$3.26M | 5.96% | 2 |
|
|
2023
Q1 | $116M | Sell |
307,250
-18,635
| -6% | -$7.01M | 6.02% | 2 |
|
|
2022
Q4 | $114M | Buy |
325,885
+30,169
| +10% | +$10.6M | 6.57% | 2 |
|
|
2022
Q3 | $97.1M | Buy |
295,716
+6,585
| +2% | +$2.16M | 6.53% | 2 |
|
|
2022
Q2 | $101M | Sell |
289,131
-6,656
| -2% | -$2.33M | 6.71% | 2 |
|
|
2022
Q1 | $125M | Buy |
+295,787
| New | +$125M | 6.41% | 2 |
|