First Foundation Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$239K Hold
4,834
0.01% 304
2025
Q1
$219K Sell
4,834
-200
-4% -$9.05K 0.01% 309
2024
Q4
$222K Sell
5,034
-991
-16% -$43.6K 0.01% 321
2024
Q3
$288K Buy
6,025
+228
+4% +$10.9K 0.01% 289
2024
Q2
$254K Sell
5,797
-1,339
-19% -$58.6K 0.01% 297
2024
Q1
$298K Sell
7,136
-8,845
-55% -$369K 0.01% 284
2023
Q4
$657K Hold
15,981
0.03% 202
2023
Q3
$627K Buy
15,981
+683
+4% +$26.8K 0.03% 225
2023
Q2
$622K Buy
15,298
+1,115
+8% +$45.4K 0.03% 216
2023
Q1
$573K Sell
14,183
-1
-0% -$40 0.03% 219
2022
Q4
$553K Sell
14,184
-691
-5% -$26.9K 0.03% 233
2022
Q3
$543K Buy
14,875
+12
+0.1% +$438 0.03% 228
2022
Q2
$619K Buy
+14,863
New +$619K 0.03% 226
2020
Q4
Sell
-14,532
Closed -$628K 425
2020
Q3
$628K Sell
14,532
-445
-3% -$19.2K 0.03% 216
2020
Q2
$593K Sell
14,977
-378
-2% -$15K 0.03% 215
2020
Q1
$515K Sell
15,355
-2,485
-14% -$83.3K 0.03% 221
2019
Q4
$793K Buy
17,840
+2,201
+14% +$97.8K 0.04% 192
2019
Q3
$630K Sell
15,639
-484
-3% -$19.5K 0.03% 206
2019
Q2
$686K Buy
16,123
+2,256
+16% +$96K 0.04% 194
2019
Q1
$589K Hold
13,867
0.03% 202
2018
Q4
$528K Sell
13,867
-1,200
-8% -$45.7K 0.03% 248
2018
Q3
$618K Buy
+15,067
New +$618K 0.03% 214
2015
Q1
Sell
-20,683
Closed -$828K 270
2014
Q4
$828K Buy
20,683
+1,192
+6% +$47.7K 0.07% 109
2014
Q3
$813K Buy
19,491
+1,570
+9% +$65.5K 0.08% 98
2014
Q2
$773K Buy
17,921
+237
+1% +$10.2K 0.08% 87
2014
Q1
$718K Sell
17,684
-5,827
-25% -$237K 0.09% 80
2013
Q4
$967K Buy
23,511
+6,279
+36% +$258K 0.13% 61
2013
Q3
$692K Buy
+17,232
New +$692K 0.11% 73