First Western Trust Bank’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,400
| Closed | -$330K | – | 186 |
|
|
2023
Q2 | $330K | Hold |
3,400
| – | – | 0.02% | 148 |
|
|
2023
Q1 | $313K | Hold |
3,400
| – | – | 0.02% | 153 |
|
|
2022
Q4 | $293K | Hold |
3,400
| – | – | 0.02% | 156 |
|
|
2022
Q3 | $268K | Hold |
3,400
| – | – | 0.02% | 149 |
|
|
2022
Q2 | $292K | Hold |
3,400
| – | – | 0.02% | 144 |
|
|
2022
Q1 | $350K | Buy |
+3,400
| New | +$350K | 0.02% | 144 |
|