FFA
First Foundation Advisors’s Vanguard Total World Stock ETF VT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $456K | Hold |
3,551
| – | – | 0.02% | 243 |
|
2025
Q1 | $412K | Hold |
3,551
| – | – | 0.02% | 241 |
|
2024
Q4 | $417K | Hold |
3,551
| – | – | 0.02% | 243 |
|
2024
Q3 | $425K | Sell |
3,551
-1,562
| -31% | -$187K | 0.02% | 246 |
|
2024
Q2 | $576K | Buy |
5,113
+8
| +0.2% | +$901 | 0.02% | 212 |
|
2024
Q1 | $564K | Buy |
5,105
+6
| +0.1% | +$663 | 0.02% | 212 |
|
2023
Q4 | $525K | Sell |
5,099
-3,049
| -37% | -$314K | 0.02% | 223 |
|
2023
Q3 | $759K | Buy |
8,148
+4
| +0% | +$373 | 0.04% | 204 |
|
2023
Q2 | $790K | Sell |
8,144
-493
| -6% | -$47.8K | 0.03% | 197 |
|
2023
Q1 | $795K | Buy |
8,637
+1,033
| +14% | +$95.1K | 0.04% | 185 |
|
2022
Q4 | $655K | Hold |
7,604
| – | – | 0.03% | 218 |
|
2022
Q3 | $600K | Hold |
7,604
| – | – | 0.03% | 217 |
|
2022
Q2 | $649K | Buy |
+7,604
| New | +$649K | 0.03% | 216 |
|