First Foundation Advisors’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Sell |
1,137
-556
| -33% | -$244K | 0.02% | 238 |
|
|
2025
Q1 | $628K | Buy |
1,693
+8
| +0.5% | +$2.97K | 0.03% | 204 |
|
|
2024
Q4 | $692K | Sell |
1,685
-14
| -0.8% | -$5.75K | 0.03% | 200 |
|
|
2024
Q3 | $652K | Sell |
1,699
-375
| -18% | -$144K | 0.02% | 209 |
|
|
2024
Q2 | $776K | Hold |
2,074
| – | – | 0.03% | 182 |
|
|
2024
Q1 | $714K | Sell |
2,074
-721
| -26% | -$248K | 0.03% | 195 |
|
|
2023
Q4 | $869K | Sell |
2,795
-23
| -0.8% | -$7.15K | 0.04% | 180 |
|
|
2023
Q3 | $767K | Sell |
2,818
-471
| -14% | -$128K | 0.04% | 202 |
|
|
2023
Q2 | $931K | Buy |
3,289
+1,166
| +55% | +$330K | 0.04% | 184 |
|
|
2023
Q1 | $530K | Sell |
2,123
-330
| -13% | -$82.3K | 0.02% | 226 |
|
|
2022
Q4 | $523K | Sell |
2,453
-99
| -4% | -$21.1K | 0.03% | 238 |
|
|
2022
Q3 | $546K | Sell |
2,552
-51
| -2% | -$10.9K | 0.03% | 227 |
|
|
2022
Q2 | $580K | Sell |
2,603
-1
| -0% | -$223 | 0.03% | 230 |
|
|
2022
Q1 | $749K | Sell |
2,604
-220
| -8% | -$63.3K | 0.03% | 213 |
|
|
2021
Q4 | $906K | Sell |
2,824
-1
| -0% | -$321 | 0.03% | 207 |
|
|
2021
Q3 | $820K | Sell |
2,825
-64
| -2% | -$18.6K | 0.03% | 217 |
|
|
2021
Q2 | $829K | Hold |
2,889
| – | – | 0.03% | 228 |
|
|
2021
Q1 | $743K | Sell |
2,889
-66
| -2% | -$17K | 0.03% | 230 |
|
|
2020
Q4 | $749K | Buy |
2,955
+50
| +2% | +$12.7K | 0.03% | 223 |
|
|
2020
Q3 | $661K | Sell |
2,905
-190
| -6% | -$43.2K | 0.03% | 212 |
|
|
2020
Q2 | $625K | Buy |
3,095
+1,486
| +92% | +$300K | 0.03% | 207 |
|
|
2020
Q1 | $252K | Sell |
1,609
-422
| -21% | -$66.1K | 0.02% | 294 |
|
|
2019
Q4 | $370K | Buy |
2,031
+420
| +26% | +$76.5K | 0.02% | 273 |
|
|
2019
Q3 | $268K | Buy |
+1,611
| New | +$268K | 0.01% | 304 |
|