FFA
First Foundation Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.24M | Buy |
12,748
+503
| +4% | +$286K | 0.27% | 62 |
|
|
2025
Q1 | $6.29M | Sell |
12,245
-2,224
| -15% | -$1.14M | 0.26% | 66 |
|
|
2024
Q4 | $7.8M | Sell |
14,469
-595
| -4% | -$321K | 0.29% | 57 |
|
|
2024
Q3 | $7.95M | Sell |
15,064
-1,159
| -7% | -$612K | 0.3% | 63 |
|
|
2024
Q2 | $8.11M | Sell |
16,223
-299
| -2% | -$150K | 0.31% | 63 |
|
|
2024
Q1 | $7.94M | Sell |
16,522
-3,054
| -16% | -$1.47M | 0.32% | 63 |
|
|
2023
Q4 | $8.55M | Buy |
19,576
+4
| +0% | +$1.75K | 0.39% | 58 |
|
|
2023
Q3 | $7.69M | Sell |
19,572
-925
| -5% | -$363K | 0.36% | 64 |
|
|
2023
Q2 | $8.35M | Buy |
20,497
+212
| +1% | +$86.3K | 0.36% | 65 |
|
|
2023
Q1 | $7.63M | Sell |
20,285
-2,673
| -12% | -$1.01M | 0.35% | 65 |
|
|
2022
Q4 | $8.07M | Buy |
22,958
+2,522
| +12% | +$886K | 0.39% | 63 |
|
|
2022
Q3 | $6.71M | Sell |
20,436
-2,807
| -12% | -$922K | 0.33% | 62 |
|
|
2022
Q2 | $8.06M | Buy |
23,243
+2,938
| +14% | +$1.02M | 0.36% | 56 |
|
|
2022
Q1 | $8.43M | Buy |
20,305
+596
| +3% | +$247K | 0.3% | 64 |
|
|
2021
Q4 | $8.61M | Sell |
19,709
-1,076
| -5% | -$470K | 0.3% | 67 |
|
|
2021
Q3 | $8.2M | Sell |
20,785
-532
| -2% | -$210K | 0.31% | 64 |
|
|
2021
Q2 | $8.39M | Buy |
21,317
+519
| +2% | +$204K | 0.32% | 64 |
|
|
2021
Q1 | $7.58M | Sell |
20,798
-835
| -4% | -$304K | 0.32% | 57 |
|
|
2020
Q4 | $7.44M | Buy |
21,633
+160
| +0.7% | +$55K | 0.33% | 55 |
|
|
2020
Q3 | $6.61M | Buy |
21,473
+35
| +0.2% | +$10.8K | 0.31% | 53 |
|
|
2020
Q2 | $6.08M | Buy |
21,438
+771
| +4% | +$219K | 0.31% | 52 |
|
|
2020
Q1 | $4.89M | Buy |
20,667
+304
| +1% | +$72K | 0.3% | 55 |
|
|
2019
Q4 | $6.02M | Buy |
20,363
+174
| +0.9% | +$51.5K | 0.3% | 60 |
|
|
2019
Q3 | $5.5M | Buy |
20,189
+44
| +0.2% | +$12K | 0.29% | 65 |
|
|
2019
Q2 | $5.42M | Sell |
20,145
-100
| -0.5% | -$26.9K | 0.3% | 63 |
|
|
2019
Q1 | $5.25M | Hold |
20,245
| – | – | 0.31% | 61 |
|
|
2018
Q4 | $4.65M | Hold |
20,245
| – | – | 0.29% | 61 |
|
|
2018
Q3 | $5.41M | Hold |
20,245
| – | – | 0.3% | 55 |
|
|
2018
Q2 | $5.05M | Hold |
20,245
| – | – | 0.3% | 54 |
|
|
2018
Q1 | $4.9M | Buy |
20,245
+265
| +1% | +$64.2K | 0.27% | 56 |
|
|
2017
Q4 | $4.9M | Hold |
19,980
| – | – | 0.26% | 62 |
|
|
2017
Q3 | $4.61M | Hold |
19,980
| – | – | 0.26% | 64 |
|
|
2017
Q2 | $4.44M | Buy |
19,980
+139
| +0.7% | +$30.9K | 0.26% | 60 |
|
|
2017
Q1 | $4.29M | Hold |
19,841
| – | – | 0.27% | 67 |
|
|
2016
Q4 | $4.07M | Hold |
19,841
| – | – | 0.27% | 71 |
|
|
2016
Q3 | $3.94M | Hold |
19,841
| – | – | 0.27% | 69 |
|
|
2016
Q2 | $3.81M | Hold |
19,841
| – | – | 0.27% | 69 |
|
|
2016
Q1 | $3.74M | Sell |
19,841
-4,223
| -18% | -$796K | 0.27% | 70 |
|
|
2015
Q4 | $4.5M | Buy |
24,064
+6,898
| +40% | +$1.29M | 0.31% | 68 |
|
|
2015
Q3 | $3.02M | Buy |
+17,166
| New | +$3.02M | 0.25% | 70 |
|
|
2015
Q1 | – | Sell |
-12,339
| Closed | -$2.33M | – | 269 |
|
|
2014
Q4 | $2.33M | Buy |
12,339
+1,439
| +13% | +$271K | 0.2% | 65 |
|
|
2014
Q3 | $1.97M | Buy |
+10,900
| New | +$1.97M | 0.2% | 60 |
|