First Foundation Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Hold |
5,324
| – | – | 0.06% | 152 |
|
|
2025
Q1 | $1.46M | Sell |
5,324
-75
| -1% | -$20.6K | 0.06% | 145 |
|
|
2024
Q4 | $1.56M | Sell |
5,399
-880
| -14% | -$255K | 0.06% | 143 |
|
|
2024
Q3 | $1.78M | Sell |
6,279
-3,955
| -39% | -$1.12M | 0.07% | 131 |
|
|
2024
Q2 | $2.74M | Sell |
10,234
-424
| -4% | -$113K | 0.1% | 104 |
|
|
2024
Q1 | $2.77M | Sell |
10,658
-50
| -0.5% | -$13K | 0.11% | 101 |
|
|
2023
Q4 | $2.54M | Buy |
10,708
+465
| +5% | +$110K | 0.12% | 105 |
|
|
2023
Q3 | $2.18M | Sell |
10,243
-1,404
| -12% | -$298K | 0.1% | 121 |
|
|
2023
Q2 | $2.57M | Buy |
11,647
+806
| +7% | +$178K | 0.11% | 118 |
|
|
2023
Q1 | $2.21M | Buy |
10,841
+1,857
| +21% | +$379K | 0.1% | 123 |
|
|
2022
Q4 | $1.72M | Buy |
8,984
+2
| +0% | +$382 | 0.08% | 139 |
|
|
2022
Q3 | $1.61M | Buy |
8,982
+66
| +0.7% | +$11.8K | 0.08% | 134 |
|
|
2022
Q2 | $1.68M | Buy |
8,916
+2
| +0% | +$377 | 0.07% | 134 |
|
|
2022
Q1 | $2.03M | Buy |
8,914
+489
| +6% | +$111K | 0.07% | 132 |
|
|
2021
Q4 | $2.03M | Buy |
8,425
+1,737
| +26% | +$419K | 0.07% | 133 |
|
|
2021
Q3 | $1.49M | Sell |
6,688
-151
| -2% | -$33.5K | 0.06% | 160 |
|
|
2021
Q2 | $1.52M | Buy |
6,839
+3,496
| +105% | +$779K | 0.06% | 168 |
|
|
2021
Q1 | $691K | Buy |
3,343
+1,585
| +90% | +$328K | 0.03% | 238 |
|
|
2020
Q4 | $342K | Sell |
1,758
-1,837
| -51% | -$357K | 0.02% | 317 |
|
|
2020
Q3 | $612K | Sell |
3,595
-833
| -19% | -$142K | 0.03% | 220 |
|
|
2020
Q2 | $693K | Buy |
4,428
+295
| +7% | +$46.2K | 0.04% | 202 |
|
|
2020
Q1 | $533K | Buy |
4,133
+2,500
| +153% | +$322K | 0.03% | 216 |
|
|
2019
Q4 | $267K | Sell |
1,633
-126
| -7% | -$20.6K | 0.01% | 305 |
|
|
2019
Q3 | $266K | Buy |
1,759
+129
| +8% | +$19.5K | 0.01% | 305 |
|
|
2019
Q2 | $245K | Buy |
+1,630
| New | +$245K | 0.01% | 303 |
|
|
2018
Q1 | – | Sell |
-3,398
| Closed | -$466K | – | 354 |
|
|
2017
Q4 | $466K | Buy |
3,398
+102
| +3% | +$14K | 0.03% | 232 |
|
|
2017
Q3 | $427K | Buy |
3,296
+169
| +5% | +$21.9K | 0.02% | 216 |
|
|
2017
Q2 | $389K | Buy |
+3,127
| New | +$389K | 0.02% | 226 |
|