VFA
Values First Advisors’s CDW CDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-727
| Closed | -$126K | – | 189 |
|
|
2024
Q4 | $126K | Sell |
727
-713
| -50% | -$124K | 0.07% | 185 |
|
|
2024
Q3 | $326K | Sell |
1,440
-10
| -0.7% | -$2.26K | 0.18% | 121 |
|
|
2024
Q2 | $325K | Sell |
1,450
-96
| -6% | -$21.5K | 0.19% | 114 |
|
|
2024
Q1 | $395K | Buy |
1,546
+287
| +23% | +$73.4K | 0.23% | 114 |
|
|
2023
Q4 | $286K | Sell |
1,259
-1,337
| -52% | -$304K | 0.17% | 132 |
|
|
2023
Q3 | $524K | Buy |
2,596
+205
| +9% | +$41.4K | 0.34% | 89 |
|
|
2023
Q2 | $439K | Buy |
2,391
+329
| +16% | +$60.4K | 0.26% | 101 |
|
|
2023
Q1 | $402K | Sell |
2,062
-220
| -10% | -$42.9K | 0.26% | 102 |
|
|
2022
Q4 | $408K | Buy |
+2,282
| New | +$408K | 0.28% | 94 |
|