First Foundation Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.24M | Buy |
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2025
Q1 | $6.29M | Sell |
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2024
Q4 | $7.8M | Sell |
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2024
Q3 | $7.95M | Sell |
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2024
Q2 | $8.11M | Sell |
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2024
Q1 | $7.94M | Sell |
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2023
Q4 | $8.55M | Buy |
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2023
Q3 | $7.69M | Sell |
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2023
Q2 | $8.35M | Buy |
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2023
Q1 | $7.63M | Sell |
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2022
Q4 | $8.07M | Buy |
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2022
Q3 | $6.71M | Sell |
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2022
Q2 | $8.06M | Buy |
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2022
Q1 | $8.43M | Buy |
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2021
Q4 | $8.61M | Sell |
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2021
Q3 | $8.2M | Sell |
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2021
Q2 | $8.39M | Buy |
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2021
Q1 | $7.58M | Sell |
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2020
Q4 | $7.43M | Buy |
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2020
Q3 | $6.61M | Buy |
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2020
Q2 | $6.08M | Buy |
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2020
Q1 | $4.89M | Buy |
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2019
Q4 | $6.02M | Buy |
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2019
Q3 | $5.5M | Buy |
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2019
Q2 | $5.42M | Sell |
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2019
Q1 | $5.25M | Hold |
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2018
Q4 | $4.65M | Hold |
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2018
Q3 | $5.41M | Hold |
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2018
Q2 | $5.05M | Hold |
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2018
Q1 | $4.9M | Buy |
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2017
Q4 | $4.9M | Hold |
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2017
Q3 | $4.61M | Hold |
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2017
Q2 | $4.44M | Buy |
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2017
Q1 | $4.29M | Hold |
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2016
Q4 | $4.07M | Hold |
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2016
Q3 | $3.94M | Hold |
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2016
Q2 | $3.81M | Hold |
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2016
Q1 | $3.74M | Sell |
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2015
Q4 | $4.5M | Buy |
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2015
Q3 | $3.02M | Buy |
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2015
Q1 | – | Sell |
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2014
Q4 | $2.33M | Buy |
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2014
Q3 | $1.97M | Buy |
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