First Foundation Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $565K | Hold |
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|
2025
Q2 | $536K | Sell |
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|
2025
Q1 | $605K | Hold |
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|
2024
Q4 | $611K | Buy |
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|
2024
Q3 | $382K | Buy |
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|
2024
Q2 | $279K | Hold |
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|
2024
Q1 | $279K | Buy |
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|
2023
Q4 | $260K | Buy |
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|
2023
Q3 | $216K | Hold |
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|
2023
Q2 | $226K | Hold |
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|
2023
Q1 | $215K | Sell |
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|
2022
Q4 | $265K | Hold |
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|
2022
Q3 | $235K | Sell |
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|
2022
Q2 | $325K | Sell |
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|
2022
Q1 | $416K | Buy |
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|
2021
Q4 | $251K | Buy |
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|
2021
Q3 | $210K | Sell |
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|
2021
Q2 | $235K | Buy |
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