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First Western Trust Bank’s Vanguard Morningstar Growth ETF VUG Stock Holding History

First Western Trust Bank’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,478
Closed -$542K – 211
2024
Q3 		$542K Buy
+8,478
New +$525K 0.02% 120

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First Western Trust Bank's VUG Position: Q4 2024 in Review

First Western Trust Bank sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2024, closing a stake of 8,478 shares — an estimated $542K sold.

First Western Trust Bank first reported a position in VUG in Q3 2024 and held it in 1 quarter. The position peaked at $542K in Q3 2024. 2,501 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

  • First Western Trust Bank reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2024 after selling out during the quarter.
  • First Western Trust Bank sold 8,478 Vanguard Morningstar Growth ETF shares in Q4 2024, an estimated $542K.
  • First Western Trust Bank first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and held it in 1 quarter.
  • First Western Trust Bank's Vanguard Morningstar Growth ETF position peaked at $542K in Q3 2024.
  • 2,501 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2024.

Based on First Western Trust Bank's 13F filing for Q4 2024, filed 13 Feb 2025.