First Western Trust Bank’s Vanguard 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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Envestnet Asset Management

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