VFA
Values First Advisors’s Carriage Services CSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $801K | Buy |
17,506
+81
| +0.5% | +$3.71K | 0.44% | 65 |
|
|
2025
Q1 | $675K | Sell |
17,425
-73
| -0.4% | -$2.83K | 0.39% | 64 |
|
|
2024
Q4 | $697K | Buy |
17,498
+270
| +2% | +$10.8K | 0.38% | 72 |
|
|
2024
Q3 | $566K | Sell |
17,228
-206
| -1% | -$6.76K | 0.31% | 84 |
|
|
2024
Q2 | $468K | Buy |
17,434
+22
| +0.1% | +$590 | 0.28% | 89 |
|
|
2024
Q1 | $471K | Buy |
17,412
+316
| +2% | +$8.55K | 0.28% | 99 |
|
|
2023
Q4 | $428K | Buy |
17,096
+1,185
| +7% | +$29.6K | 0.26% | 111 |
|
|
2023
Q3 | $449K | Sell |
15,911
-54
| -0.3% | -$1.53K | 0.29% | 98 |
|
|
2023
Q2 | $518K | Buy |
15,965
+410
| +3% | +$13.3K | 0.31% | 92 |
|
|
2023
Q1 | $475K | Buy |
15,555
+459
| +3% | +$14K | 0.3% | 92 |
|
|
2022
Q4 | $416K | Buy |
15,096
+3
| +0% | +$83 | 0.29% | 88 |
|
|
2022
Q3 | $485K | Buy |
15,093
+525
| +4% | +$16.9K | 0.35% | 86 |
|
|
2022
Q2 | $578K | Sell |
14,568
-988
| -6% | -$39.2K | 0.41% | 75 |
|
|
2022
Q1 | $830K | Buy |
15,556
+855
| +6% | +$45.6K | 0.52% | 58 |
|
|
2021
Q4 | $947K | Sell |
14,701
-749
| -5% | -$48.2K | 0.56% | 63 |
|
|
2021
Q3 | $689K | Buy |
15,450
+546
| +4% | +$24.3K | 0.45% | 71 |
|
|
2021
Q2 | $551K | Sell |
14,904
-242
| -2% | -$8.95K | 0.37% | 95 |
|
|
2021
Q1 | $533K | Buy |
15,146
+157
| +1% | +$5.53K | 0.39% | 87 |
|
|
2020
Q4 | $469K | Sell |
14,989
-245
| -2% | -$7.67K | 0.37% | 93 |
|
|
2020
Q3 | $340K | Buy |
15,234
+1,355
| +10% | +$30.2K | 0.31% | 107 |
|
|
2020
Q2 | $251K | Sell |
13,879
-286
| -2% | -$5.17K | 0.25% | 119 |
|
|
2020
Q1 | $229K | Buy |
14,165
+2,525
| +22% | +$40.8K | 0.27% | 106 |
|
|
2019
Q4 | $298K | Buy |
+11,640
| New | +$298K | 0.29% | 102 |
|