VFA
Values First Advisors’s National Beverage FIZZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
40,323
-2,457
| -6% | -$106K | 0.95% | 34 |
|
|
2025
Q1 | $1.78M | Buy |
42,780
+213
| +0.5% | +$8.86K | 1.04% | 25 |
|
|
2024
Q4 | $1.82M | Sell |
42,567
-1,783
| -4% | -$76.1K | 1% | 24 |
|
|
2024
Q3 | $2.08M | Buy |
44,350
+2,112
| +5% | +$99.1K | 1.13% | 23 |
|
|
2024
Q2 | $2.16M | Buy |
42,238
+7,338
| +21% | +$376K | 1.3% | 17 |
|
|
2024
Q1 | $1.66M | Sell |
34,900
-689
| -2% | -$32.7K | 0.97% | 32 |
|
|
2023
Q4 | $1.77M | Buy |
35,589
+537
| +2% | +$26.7K | 1.07% | 29 |
|
|
2023
Q3 | $1.65M | Sell |
35,052
-407
| -1% | -$19.1K | 1.06% | 28 |
|
|
2023
Q2 | $1.71M | Sell |
35,459
-3,936
| -10% | -$190K | 1.03% | 32 |
|
|
2023
Q1 | $2.08M | Buy |
39,395
+339
| +0.9% | +$17.9K | 1.32% | 15 |
|
|
2022
Q4 | $1.82M | Sell |
39,056
-988
| -2% | -$46K | 1.27% | 19 |
|
|
2022
Q3 | $1.54M | Buy |
40,044
+828
| +2% | +$31.9K | 1.11% | 28 |
|
|
2022
Q2 | $1.92M | Sell |
39,216
-8,501
| -18% | -$416K | 1.36% | 15 |
|
|
2022
Q1 | $2.08M | Buy |
47,717
+1,534
| +3% | +$66.7K | 1.31% | 18 |
|
|
2021
Q4 | $2.09M | Sell |
46,183
-5,095
| -10% | -$231K | 1.24% | 20 |
|
|
2021
Q3 | $2.69M | Buy |
51,278
+681
| +1% | +$35.7K | 1.74% | 7 |
|
|
2021
Q2 | $2.39M | Sell |
50,597
-1,042
| -2% | -$49.2K | 1.62% | 11 |
|
|
2021
Q1 | $2.53M | Buy |
51,639
+26,470
| +105% | +$1.29M | 1.86% | 5 |
|
|
2020
Q4 | $2.14M | Sell |
25,169
-1
| -0% | -$85 | 1.7% | 8 |
|
|
2020
Q3 | $1.71M | Buy |
25,170
+365
| +1% | +$24.8K | 1.57% | 13 |
|
|
2020
Q2 | $1.51M | Sell |
24,805
-187
| -0.7% | -$11.4K | 1.5% | 13 |
|
|
2020
Q1 | $1.07M | Buy |
24,992
+2,167
| +9% | +$92.4K | 1.28% | 25 |
|
|
2019
Q4 | $1.17M | Buy |
+22,825
| New | +$1.17M | 1.12% | 34 |
|