First Foundation Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

First Foundation Advisors’s Portfolio VIOO Stock Details VIOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$597K	Sell	5,902 -1,252	-18%	-$127K	0.02%	227
2025 Q1	$690K	Sell	7,154 -3,537	-33%	-$341K	0.03%	198
2024 Q4	$1.13M	Hold	10,691	–	–	0.04%	163
2024 Q3	$1.16M	Hold	10,691	–	–	0.04%	163
2024 Q2	$1.05M	Sell	10,691 -4,999	-32%	-$491K	0.04%	164
2024 Q1	$1.59M	Hold	15,690	–	–	0.06%	135
2023 Q4	$1.56M	Hold	15,690	–	–	0.07%	134
2023 Q3	$1.37M	Hold	15,690	–	–	0.06%	156
2023 Q2	$1.44M	Hold	15,690	–	–	0.06%	153
2023 Q1	$1.39M	Sell	15,690 -2,676	-15%	-$238K	0.06%	150
2022 Q4	$1.59M	Hold	18,366	–	–	0.08%	145
2022 Q3	$1.48M	Hold	18,366	–	–	0.07%	142
2022 Q2	$1.56M	Hold	18,366	–	–	0.07%	140
2022 Q1	$1.82M	Hold	18,366	–	–	0.07%	143
2021 Q4	$1.93M	Hold	18,366	–	–	0.07%	140
2021 Q3	$1.85M	Hold	18,366	–	–	0.07%	143
2021 Q2	$1.91M	Hold	18,366	–	–	0.07%	149
2021 Q1	$1.83M	Sell	18,366 -8,766	-32%	-$872K	0.08%	141
2020 Q4	$2.28M	Hold	27,132	–	–	0.1%	122
2020 Q3	$1.75M	Hold	27,132	–	–	0.08%	129
2020 Q2	$1.7M	Hold	27,132	–	–	0.09%	129
2020 Q1	$1.39M	Buy	27,132 +920	+4%	+$47.1K	0.09%	135
2019 Q4	$1.99M	Hold	26,212	–	–	0.1%	132
2019 Q3	$1.87M	Hold	26,212	–	–	0.1%	122
2019 Q2	$1.87M	Hold	26,212	–	–	0.1%	123
2019 Q1	$1.84M	Hold	26,212	–	–	0.11%	120
2018 Q4	$1.65M	Hold	26,212	–	–	0.1%	123
2018 Q3	$2.09M	Hold	26,212	–	–	0.12%	110
2018 Q2	$2M	Hold	26,212	–	–	0.12%	109
2018 Q1	$1.84M	Hold	26,212	–	–	0.1%	115
2017 Q4	$1.83M	Hold	26,212	–	–	0.1%	122
2017 Q3	$1.78M	Hold	26,212	–	–	0.1%	109
2017 Q2	$1.68M	Buy	26,212 +1,252	+5%	+$80K	0.1%	122
2017 Q1	$1.57M	Hold	24,960	–	–	0.1%	117
2016 Q4	$1.55M	Hold	24,960	–	–	0.1%	118
2016 Q3	$1.41M	Hold	24,960	–	–	0.1%	118
2016 Q2	$1.31M	Hold	24,960	–	–	0.09%	116
2016 Q1	$1.27M	Hold	24,960	–	–	0.09%	113
2015 Q4	$1.24M	Buy	24,960 +15,860	+174%	+$786K	0.08%	117
2015 Q3	$441K	Buy	+9,100	New	+$441K	0.04%	163