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 |
|