First Foundation Advisors Vanguard Total World Stk Index Transaction History

First Foundation Advisors

$2.58 Billion
Q3 2024

A detailed history of First Foundation Advisors transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, First Foundation Advisors holds 3,551 shares of VT stock, worth $420,864. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,551

Previous 5,113 30.55%

Holding current value

$420,864

Previous $575,000 26.09%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$107.72 - $119.96 $168,258 - $187,377	-1,562 Reduced 30.55%	3,551 $425,000
Q2 2024 Aug 06, 2024	BUY	$104.94 - $113.51 $839 - $908	8 Added 0.16%	5,113 $575,000
Q1 2024 May 09, 2024	BUY	$100.68 - $110.5 $604 - $663	6 Added 0.12%	5,105 $564,000
Q4 2023 Feb 14, 2024	SELL	$88.97 - $103.1 $271,269 - $314,351	-3,049 Reduced 37.42%	5,099 $524,000
Q3 2023 Nov 15, 2023	BUY	$92.79 - $100.59 $371 - $402	4 Added 0.05%	8,148 $759,000
Q2 2023 Aug 14, 2023	SELL	$91.33 - $98.06 $45,025 - $48,343	-493 Reduced 5.71%	8,144 $789,000
Q1 2023 May 12, 2023	BUY	$86.24 - $94.55 $89,085 - $97,670	1,033 Added 13.58%	8,637 $795,000
Q2 2022 Aug 12, 2022	BUY	$83.88 - $102.77 $637,823 - $781,463	7,604 New	7,604 $649,000

Others Institutions Holding VT

# of Institutions

998

Shares Held

88.1M

Call Options Held

149K

Put Options Held

44.9K

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About VANGUARD TOTAL WORLD STK INDEX

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First Foundation Advisors Vanguard Total World Stk Index Transaction History