First Western Trust Bank’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,657	Closed	-$862K	–	210
2024 Q1	$862K	Hold	3,657	–	–	0.04%	98
2023 Q4	$803K	Sell	3,657 -167	-4%	-$33.4K	0.04%	98
2023 Q3	$745K	Hold	3,824	–	–	0.04%	98
2023 Q2	$787K	Sell	3,824 -773	-17%	-$150K	0.04%	104
2023 Q1	$896K	Sell	4,597 -150	-3%	-$28.7K	0.05%	99
2022 Q4	$853K	Sell	4,747 -1,259	-21%	-$228K	0.05%	97
2022 Q3	$1.02M	Buy	6,006 +206	+4%	+$39K	0.07%	81
2022 Q2	$1.03M	Hold	5,800	–	–	0.07%	82
2022 Q1	$1.31M	Buy	+5,800	New	+$1.28M	0.07%	81

Other funds holding VOT

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

First Western Trust Bank sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2024, closing a stake of 3,657 shares — an estimated $862K sold.

First Western Trust Bank first reported a position in VOT in Q1 2022 and held it in 9 quarters. The position peaked at $1.31M in Q1 2022. 864 funds tracked by Wall St. Rank hold VOT as of Q2 2024.

First Western Trust Bank reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
First Western Trust Bank sold 3,657 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2024, an estimated $862K.
First Western Trust Bank first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2022 and held it in 9 quarters.
First Western Trust Bank's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.31M in Q1 2022.
864 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2024.

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