First Western Trust Bank’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$36.7K | 0.04% | 98 |
|
|
2023
Q3 | $745K | Hold |
3,824
| – | – | 0.04% | 98 |
|
|
2023
Q2 | $787K | Sell |
3,824
-773
| -17% | -$159K | 0.04% | 104 |
|
|
2023
Q1 | $896K | Sell |
4,597
-150
| -3% | -$29.2K | 0.05% | 99 |
|
|
2022
Q4 | $853K | Sell |
4,747
-1,259
| -21% | -$226K | 0.05% | 97 |
|
|
2022
Q3 | $1.02M | Buy |
6,006
+206
| +4% | +$35.1K | 0.07% | 81 |
|
|
2022
Q2 | $1.03M | Hold |
5,800
| – | – | 0.07% | 82 |
|
|
2022
Q1 | $1.31M | Buy |
+5,800
| New | +$1.31M | 0.07% | 81 |
|