VFA
Values First Advisors’s dLocal DLO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-32,477
| Closed | -$477K | – | 174 |
|
2024
Q1 | $477K | Sell |
32,477
-20,562
| -39% | -$302K | 0.28% | 97 |
|
2023
Q4 | $938K | Sell |
53,039
-4,907
| -8% | -$86.8K | 0.57% | 53 |
|
2023
Q3 | $1.11M | Sell |
57,946
-4,714
| -8% | -$90.4K | 0.72% | 44 |
|
2023
Q2 | $765K | Buy |
62,660
+8,607
| +16% | +$105K | 0.46% | 65 |
|
2023
Q1 | $877K | Buy |
54,053
+26,235
| +94% | +$426K | 0.56% | 51 |
|
2022
Q4 | $433K | Buy |
27,818
+1,388
| +5% | +$21.6K | 0.3% | 84 |
|
2022
Q3 | $542K | Sell |
26,430
-1,962
| -7% | -$40.2K | 0.39% | 77 |
|
2022
Q2 | $745K | Buy |
28,392
+3,025
| +12% | +$79.4K | 0.53% | 59 |
|
2022
Q1 | $793K | Buy |
25,367
+9,079
| +56% | +$284K | 0.5% | 60 |
|
2021
Q4 | $581K | Buy |
+16,288
| New | +$581K | 0.34% | 88 |
|