First Foundation Advisors Vanguard Dividend Appreciation Transaction History

First Foundation Advisors

$2.58 Billion
Q3 2024

A detailed history of First Foundation Advisors transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, First Foundation Advisors holds 1,931 shares of VIG stock, worth $351,731. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,931

Previous 1,527 26.46%

Holding current value

$351,731

Previous $278,000 26.26%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$182.15 - $182.15 $73,588 - $73,588	404 Added 26.46%	1,931 $351,000
Q1 2024 May 09, 2024	BUY	$168.47 - $182.98 $673 - $731	4 Added 0.26%	1,527 $278,000
Q4 2023 Feb 14, 2024	BUY	$150.16 - $171.16 $19,520 - $22,250	130 Added 9.33%	1,523 $259,000
Q1 2023 May 12, 2023	SELL	$147.24 - $158.33 $51,386 - $55,257	-349 Reduced 20.03%	1,393 $214,000
Q3 2022 Nov 10, 2022	SELL	N/A	-524 Reduced 23.12%	1,742 $235,000
Q2 2022 Aug 12, 2022	SELL	N/A	-297 Reduced 11.59%	2,266 $325,000
Q1 2022 May 05, 2022	BUY	N/A	1,104 Added 75.67%	2,563 $416,000
Q4 2021 Feb 14, 2022	BUY	N/A	90 Added 6.57%	1,459 $251,000
Q3 2021 Nov 15, 2021	SELL	N/A	-149 Reduced 9.82%	1,369 $210,000
Q2 2021 Aug 13, 2021	BUY	N/A	1,518 New	1,518 $235,000

Others Institutions Holding VIG

# of Institutions

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

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About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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First Foundation Advisors Vanguard Dividend Appreciation Transaction History