VFA
Values First Advisors’s Ferguson FERG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Sell |
1,087
-388
| -26% | -$84.5K | 0.13% | 156 |
|
|
2025
Q1 | $236K | Sell |
1,475
-470
| -24% | -$75.3K | 0.14% | 151 |
|
|
2024
Q4 | $338K | Sell |
1,945
-147
| -7% | -$25.5K | 0.19% | 132 |
|
|
2024
Q3 | $415K | Sell |
2,092
-47
| -2% | -$9.33K | 0.23% | 106 |
|
|
2024
Q2 | $414K | Sell |
2,139
-28
| -1% | -$5.42K | 0.25% | 95 |
|
|
2024
Q1 | $473K | Buy |
2,167
+871
| +67% | +$190K | 0.28% | 98 |
|
|
2023
Q4 | $250K | Buy |
+1,296
| New | +$250K | 0.15% | 135 |
|