First Foundation Advisors Vanguard Intermediate Term Cor Transaction History

First Foundation Advisors

$2.58 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	SELL	$78.33 - $80.78 $10,496 - $10,824	-134 Reduced 4.93%	2,582 $204,000
Q1 2023 May 12, 2023	SELL	$77.23 - $81.35 $56,377 - $59,385	-730 Reduced 21.18%	2,716 $217,000
Q4 2022 Feb 14, 2023	SELL	$73.66 - $79.75 $879,942 - $952,693	-11,946 Reduced 77.61%	3,446 $267,000
Q3 2022 Nov 10, 2022	SELL	$74.85 - $82.96 $2.09 Million - $2.31 Million	-27,874 Reduced 64.42%	15,392 $1.17 Million
Q2 2022 Aug 12, 2022	BUY	$78.1 - $85.93 $721,722 - $794,079	9,241 Added 27.16%	43,266 $3.46 Million
Q1 2022 May 05, 2022	BUY	$85.05 - $92.24 $16,754 - $18,171	197 Added 0.58%	34,025 $2.93 Million
Q4 2021 Feb 14, 2022	SELL	$92.55 - $94.67 $68,857 - $70,434	-744 Reduced 2.15%	33,828 $3.14 Million
Q3 2021 Nov 15, 2021	BUY	$94.41 - $96.13 $102,057 - $103,916	1,081 Added 3.23%	34,572 $3.26 Million
Q2 2021 Aug 13, 2021	SELL	$92.83 - $95.07 $2.79 Million - $2.85 Million	-30,028 Reduced 47.27%	33,491 $3.18 Million
Q1 2021 May 18, 2021	SELL	$92.62 - $97.02 $926,940 - $970,976	-10,008 Reduced 13.61%	63,519 $5.91 Million
Q4 2020 Feb 16, 2021	SELL	$95.37 - $97.17 $5.39 Million - $5.49 Million	-56,487 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$95.12 - $97.1 $4.53 Million - $4.63 Million	47,632 Added 537.91%	56,487 $5.41 Million
Q2 2020 Aug 14, 2020	BUY	$86.24 - $95.36 $426,715 - $471,841	4,948 Added 126.64%	8,855 $842,000
Q1 2020 May 11, 2020	BUY	$78.83 - $94.82 $307,988 - $370,461	3,907 New	3,907 $340,000

Others Institutions Holding VCIT

# of Institutions

1,171

Shares Held

485M

Call Options Held

37.7K

Put Options Held

125K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

88.5M
Shares

$7.09 Billion
3.05% of portfolio
Bank Of America Corp Charlotte, NC

61M
Shares

$4.88 Billion
0.43% of portfolio
Jpmorgan Chase & CO New York, NY

47.2M
Shares

$3.78 Billion
0.32% of portfolio
Creative Planning Overland Park, KS

24.1M
Shares

$1.93 Billion
2.0% of portfolio
Prudential PLC London, England, X0

20.7M
Shares

$1.66 Billion
8.85% of portfolio

About VANGUARD INTERMEDIATE-TERM COR

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