First Foundation Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $505K | Buy |
8,865
+2,900
| +49% | +$165K | 0.02% | 236 |
|
2025
Q1 | $303K | Sell |
5,965
-305
| -5% | -$15.5K | 0.01% | 268 |
|
2024
Q4 | $300K | Sell |
6,270
-1,821
| -23% | -$87.1K | 0.01% | 289 |
|
2024
Q3 | $427K | Sell |
8,091
-161
| -2% | -$8.5K | 0.02% | 243 |
|
2024
Q2 | $408K | Sell |
8,252
-1,461
| -15% | -$72.2K | 0.02% | 245 |
|
2024
Q1 | $487K | Sell |
9,713
-148
| -2% | -$7.43K | 0.02% | 226 |
|
2023
Q4 | $472K | Sell |
9,861
-2,844
| -22% | -$136K | 0.02% | 237 |
|
2023
Q3 | $555K | Buy |
12,705
+3,855
| +44% | +$169K | 0.03% | 241 |
|
2023
Q2 | $409K | Sell |
8,850
-651
| -7% | -$30.1K | 0.02% | 268 |
|
2023
Q1 | $429K | Buy |
9,501
+571
| +6% | +$25.8K | 0.02% | 253 |
|
2022
Q4 | $375K | Buy |
8,930
+175
| +2% | +$7.35K | 0.02% | 280 |
|
2022
Q3 | $318K | Sell |
8,755
-749
| -8% | -$27.2K | 0.02% | 284 |
|
2022
Q2 | $388K | Buy |
9,504
+5,023
| +112% | +$205K | 0.02% | 276 |
|
2022
Q1 | $215K | Sell |
4,481
-1,609
| -26% | -$77.2K | 0.01% | 388 |
|
2021
Q4 | $311K | Buy |
+6,090
| New | +$311K | 0.01% | 336 |
|
2020
Q3 | – | Sell |
-8,946
| Closed | -$347K | – | 386 |
|
2020
Q2 | $347K | Buy |
+8,946
| New | +$347K | 0.02% | 260 |
|
2017
Q1 | – | Sell |
-7,310
| Closed | -$267K | – | 347 |
|
2016
Q4 | $267K | Buy |
+7,310
| New | +$267K | 0.02% | 268 |
|
2015
Q1 | – | Sell |
-77,296
| Closed | -$2.93M | – | 267 |
|
2014
Q4 | $2.93M | Buy |
77,296
+10,130
| +15% | +$384K | 0.26% | 60 |
|
2014
Q3 | $2.67M | Buy |
67,166
+3,330
| +5% | +$132K | 0.27% | 51 |
|
2014
Q2 | $2.72M | Hold |
63,836
| – | – | 0.3% | 49 |
|
2014
Q1 | $2.64M | Sell |
63,836
-17,572
| -22% | -$725K | 0.33% | 45 |
|
2013
Q4 | $3.39M | Buy |
81,408
+63,836
| +363% | +$2.66M | 0.46% | 43 |
|
2013
Q3 | $701K | Buy |
+17,572
| New | +$701K | 0.11% | 71 |
|