VFA
Values First Advisors’s Exact Sciences EXAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,951
| Closed | -$447K | – | 199 |
|
|
2024
Q4 | $447K | Sell |
7,951
-1,607
| -17% | -$90.3K | 0.25% | 106 |
|
|
2024
Q3 | $651K | Buy |
9,558
+1,857
| +24% | +$126K | 0.35% | 72 |
|
|
2024
Q2 | $325K | Buy |
7,701
+719
| +10% | +$30.4K | 0.2% | 113 |
|
|
2024
Q1 | $482K | Sell |
6,982
-5,991
| -46% | -$414K | 0.28% | 96 |
|
|
2023
Q4 | $960K | Buy |
12,973
+2,329
| +22% | +$172K | 0.58% | 51 |
|
|
2023
Q3 | $726K | Buy |
10,644
+573
| +6% | +$39.1K | 0.47% | 63 |
|
|
2023
Q2 | $946K | Buy |
10,071
+553
| +6% | +$51.9K | 0.57% | 51 |
|
|
2023
Q1 | $645K | Sell |
9,518
-7,588
| -44% | -$515K | 0.41% | 74 |
|
|
2022
Q4 | $847K | Sell |
17,106
-3,453
| -17% | -$171K | 0.59% | 52 |
|
|
2022
Q3 | $668K | Buy |
20,559
+3,239
| +19% | +$105K | 0.48% | 67 |
|
|
2022
Q2 | $682K | Buy |
17,320
+8,604
| +99% | +$339K | 0.48% | 62 |
|
|
2022
Q1 | $609K | Buy |
8,716
+2,616
| +43% | +$183K | 0.38% | 81 |
|
|
2021
Q4 | $475K | Sell |
6,100
-7,974
| -57% | -$621K | 0.28% | 98 |
|
|
2021
Q3 | $1.34M | Buy |
14,074
+4,795
| +52% | +$458K | 0.87% | 40 |
|
|
2021
Q2 | $1.15M | Buy |
9,279
+665
| +8% | +$82.6K | 0.78% | 47 |
|
|
2021
Q1 | $1.14M | Buy |
8,614
+298
| +4% | +$39.3K | 0.84% | 47 |
|
|
2020
Q4 | $1.1M | Sell |
8,316
-1,089
| -12% | -$144K | 0.88% | 44 |
|
|
2020
Q3 | $959K | Sell |
9,405
-19
| -0.2% | -$1.94K | 0.88% | 44 |
|
|
2020
Q2 | $819K | Buy |
+9,424
| New | +$819K | 0.81% | 49 |
|
|
2020
Q1 | – | Sell |
-3,757
| Closed | -$347K | – | 131 |
|
|
2019
Q4 | $347K | Buy |
+3,757
| New | +$347K | 0.34% | 90 |
|