First Western Trust Bank’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$41M Sell
134,895
-27
-0% -$8.21K 1.84% 7
2025
Q1
$37.1M Buy
134,922
+27
+0% +$7.42K 1.78% 7
2024
Q4
$39.1M Hold
134,895
1.81% 7
2024
Q3
$38.2M Hold
134,895
1.72% 7
2024
Q2
$36.1M Hold
134,895
1.72% 6
2024
Q1
$35.1M Hold
134,895
1.6% 7
2023
Q4
$32M Buy
134,895
+47,543
+54% +$11.3M 1.59% 7
2023
Q3
$18.6M Hold
87,352
1% 11
2023
Q2
$19.2M Hold
87,352
0.94% 11
2023
Q1
$17.8M Buy
87,352
+85,787
+5,482% +$17.5M 0.93% 11
2022
Q4
$299K Hold
1,565
0.02% 154
2022
Q3
$281K Hold
1,565
0.02% 144
2022
Q2
$298K Hold
1,565
0.02% 141
2022
Q1
$362K Buy
+1,565
New +$362K 0.02% 142