Vanguard Personalized Indexing Management’s First Foundation Inc FFWM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$85.1K Sell
16,695
-14,422
-46% -$73.6K ﹤0.01% 1762
2025
Q1
$161K Buy
31,117
+4,659
+18% +$24.2K ﹤0.01% 1550
2024
Q4
$164K Sell
26,458
-1,264
-5% -$7.85K ﹤0.01% 1553
2024
Q3
$173K Buy
27,722
+1,297
+5% +$8.09K ﹤0.01% 1555
2024
Q2
$173K Buy
26,425
+5,790
+28% +$37.9K ﹤0.01% 1477
2024
Q1
$156K Buy
20,635
+1,261
+7% +$9.52K ﹤0.01% 1481
2023
Q4
$188K Sell
19,374
-2,336
-11% -$22.6K ﹤0.01% 1420
2023
Q3
$132K Buy
21,710
+9,463
+77% +$57.5K ﹤0.01% 1355
2023
Q2
$48.6K Buy
+12,247
New +$48.6K ﹤0.01% 1428