First Western Trust Bank’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,819
| Closed | -$491K | – | 202 |
|
|
2024
Q4 | $491K | Sell |
1,819
-112
| -6% | -$30.2K | 0.02% | 120 |
|
|
2024
Q3 | $508K | Hold |
1,931
| – | – | 0.02% | 124 |
|
|
2024
Q2 | $482K | Hold |
1,931
| – | – | 0.02% | 123 |
|
|
2024
Q1 | $463K | Hold |
1,931
| – | – | 0.02% | 129 |
|
|
2023
Q4 | $421K | Hold |
1,931
| – | – | 0.02% | 136 |
|
|
2023
Q3 | $378K | Hold |
1,931
| – | – | 0.02% | 133 |
|
|
2023
Q2 | $391K | Hold |
1,931
| – | – | 0.02% | 137 |
|
|
2023
Q1 | $361K | Hold |
1,931
| – | – | 0.02% | 145 |
|
|
2022
Q4 | $336K | Hold |
1,931
| – | – | 0.02% | 145 |
|
|
2022
Q3 | $316K | Sell |
1,931
-1,444
| -43% | -$236K | 0.02% | 131 |
|
|
2022
Q2 | $587K | Hold |
3,375
| – | – | 0.04% | 106 |
|
|
2022
Q1 | $713K | Buy |
+3,375
| New | +$713K | 0.04% | 105 |
|