First Foundation Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,400
| Closed | -$225K | – | 351 |
|
|
2025
Q1 | $225K | Hold |
1,400
| – | – | 0.01% | 304 |
|
|
2024
Q4 | $226K | Hold |
1,400
| – | – | 0.01% | 313 |
|
|
2024
Q3 | $235K | Hold |
1,400
| – | – | 0.01% | 316 |
|
|
2024
Q2 | $211K | Hold |
1,400
| – | – | 0.01% | 320 |
|
|
2024
Q1 | $218K | Sell |
1,400
-93
| -6% | -$14.5K | 0.01% | 322 |
|
|
2023
Q4 | $217K | Buy |
+1,493
| New | +$217K | 0.01% | 324 |
|
|
2023
Q3 | – | Sell |
-1,793
| Closed | -$248K | – | 445 |
|
|
2023
Q2 | $248K | Buy |
+1,793
| New | +$248K | 0.01% | 350 |
|