First Foundation Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Hold |
3,193
| – | – | 0.02% | 249 |
|
|
2025
Q1 | $412K | Hold |
3,193
| – | – | 0.02% | 240 |
|
|
2024
Q4 | $407K | Sell |
3,193
-118
| -4% | -$15.1K | 0.02% | 245 |
|
|
2024
Q3 | $424K | Sell |
3,311
-2,484
| -43% | -$318K | 0.02% | 247 |
|
|
2024
Q2 | $687K | Sell |
5,795
-19
| -0.3% | -$2.25K | 0.03% | 198 |
|
|
2024
Q1 | $703K | Buy |
5,814
+67
| +1% | +$8.11K | 0.03% | 199 |
|
|
2023
Q4 | $642K | Sell |
5,747
-32
| -0.6% | -$3.57K | 0.03% | 206 |
|
|
2023
Q3 | $597K | Sell |
5,779
-36
| -0.6% | -$3.72K | 0.03% | 231 |
|
|
2023
Q2 | $617K | Buy |
5,815
+2,475
| +74% | +$263K | 0.03% | 219 |
|
|
2023
Q1 | $352K | Buy |
+3,340
| New | +$352K | 0.02% | 276 |
|
|
2016
Q2 | – | Sell |
-3,755
| Closed | -$259K | – | 312 |
|
|
2016
Q1 | $259K | Buy |
+3,755
| New | +$259K | 0.02% | 251 |
|