First Western Trust Bank’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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	+$344K	0.02%	144

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return

First Western Trust Bank's VT Position: Q3 2023 in Review

First Western Trust Bank sold out of Vanguard Total World Stock ETF (VT) in Q3 2023, closing a stake of 3,400 shares — an estimated $330K sold.

First Western Trust Bank first reported a position in VT in Q1 2022 and held it in 6 quarters. The position peaked at $350K in Q1 2022. 785 funds tracked by Wall St. Rank hold VT as of Q3 2023.

First Western Trust Bank reported no remaining Vanguard Total World Stock ETF position as of Q3 2023 after selling out during the quarter.
First Western Trust Bank sold 3,400 Vanguard Total World Stock ETF shares in Q3 2023, an estimated $330K.
First Western Trust Bank first reported a position in Vanguard Total World Stock ETF in Q1 2022 and held it in 6 quarters.
First Western Trust Bank's Vanguard Total World Stock ETF position peaked at $350K in Q1 2022.
785 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2023.

Based on First Western Trust Bank's 13F filing for Q3 2023, filed 14 Nov 2023.