First Foundation Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Sell |
2,619
-500
| -16% | -$102K | 0.02% | 233 |
|
|
2025
Q1 | $605K | Hold |
3,119
| – | – | 0.02% | 208 |
|
|
2024
Q4 | $611K | Buy |
3,119
+1,188
| +62% | +$233K | 0.02% | 214 |
|
|
2024
Q3 | $382K | Buy |
1,931
+404
| +26% | +$80K | 0.01% | 259 |
|
|
2024
Q2 | $279K | Hold |
1,527
| – | – | 0.01% | 288 |
|
|
2024
Q1 | $279K | Buy |
1,527
+4
| +0.3% | +$730 | 0.01% | 290 |
|
|
2023
Q4 | $260K | Buy |
1,523
+130
| +9% | +$22.2K | 0.01% | 305 |
|
|
2023
Q3 | $216K | Hold |
1,393
| – | – | 0.01% | 380 |
|
|
2023
Q2 | $226K | Hold |
1,393
| – | – | 0.01% | 363 |
|
|
2023
Q1 | $215K | Sell |
1,393
-349
| -20% | -$53.8K | 0.01% | 351 |
|
|
2022
Q4 | $265K | Hold |
1,742
| – | – | 0.01% | 327 |
|
|
2022
Q3 | $235K | Sell |
1,742
-524
| -23% | -$70.7K | 0.01% | 323 |
|
|
2022
Q2 | $325K | Sell |
2,266
-297
| -12% | -$42.6K | 0.01% | 296 |
|
|
2022
Q1 | $416K | Buy |
2,563
+1,104
| +76% | +$179K | 0.02% | 282 |
|
|
2021
Q4 | $251K | Buy |
1,459
+90
| +7% | +$15.5K | 0.01% | 374 |
|
|
2021
Q3 | $210K | Sell |
1,369
-149
| -10% | -$22.9K | 0.01% | 419 |
|
|
2021
Q2 | $235K | Buy |
+1,518
| New | +$235K | 0.01% | 399 |
|