First Foundation Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,128
Closed -$342K 442
2023
Q1
$342K Sell
3,128
-1
-0% -$109 0.02% 280
2022
Q4
$322K Buy
3,129
+1
+0% +$103 0.02% 297
2022
Q3
$290K Hold
3,128
0.01% 297
2022
Q2
$323K Buy
+3,128
New +$323K 0.01% 297