First Foundation Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$456K Hold
2025
Q1
$412K Hold
2024
Q4
$417K Hold
2024
Q3
$425K Sell
2024
Q2
$576K Buy
2024
Q1
$564K Buy
2023
Q4
$525K Sell
2023
Q3
$759K Buy
2023
Q2
$790K Sell
2023
Q1
$795K Buy
2022
Q4
$655K Hold
2022
Q3
$600K Hold
2022
Q2
$649K Buy