VFA
Values First Advisors’s HubSpot HUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Sell |
1,025
-14
| -1% | -$7.79K | 0.31% | 93 |
|
|
2025
Q1 | $595K | Sell |
1,039
-11
| -1% | -$6.3K | 0.35% | 74 |
|
|
2024
Q4 | $732K | Sell |
1,050
-174
| -14% | -$121K | 0.4% | 71 |
|
|
2024
Q3 | $650K | Buy |
1,224
+12
| +1% | +$6.38K | 0.35% | 73 |
|
|
2024
Q2 | $715K | Sell |
1,212
-77
| -6% | -$45.4K | 0.43% | 64 |
|
|
2024
Q1 | $808K | Sell |
1,289
-138
| -10% | -$86.5K | 0.47% | 64 |
|
|
2023
Q4 | $828K | Buy |
1,427
+16
| +1% | +$9.29K | 0.5% | 61 |
|
|
2023
Q3 | $695K | Sell |
1,411
-242
| -15% | -$119K | 0.45% | 67 |
|
|
2023
Q2 | $880K | Sell |
1,653
-522
| -24% | -$278K | 0.53% | 54 |
|
|
2023
Q1 | $933K | Sell |
2,175
-148
| -6% | -$63.5K | 0.59% | 47 |
|
|
2022
Q4 | $672K | Sell |
2,323
-78
| -3% | -$22.6K | 0.47% | 62 |
|
|
2022
Q3 | $648K | Buy |
2,401
+704
| +41% | +$190K | 0.47% | 69 |
|
|
2022
Q2 | $510K | Buy |
1,697
+189
| +13% | +$56.8K | 0.36% | 84 |
|
|
2022
Q1 | $716K | Buy |
1,508
+411
| +37% | +$195K | 0.45% | 69 |
|
|
2021
Q4 | $723K | Sell |
1,097
-28
| -2% | -$18.5K | 0.43% | 75 |
|
|
2021
Q3 | $760K | Sell |
1,125
-154
| -12% | -$104K | 0.49% | 67 |
|
|
2021
Q2 | $746K | Sell |
1,279
-689
| -35% | -$402K | 0.51% | 69 |
|
|
2021
Q1 | $894K | Buy |
1,968
+131
| +7% | +$59.5K | 0.66% | 54 |
|
|
2020
Q4 | $728K | Sell |
1,837
-980
| -35% | -$388K | 0.58% | 61 |
|
|
2020
Q3 | $823K | Sell |
2,817
-809
| -22% | -$236K | 0.76% | 49 |
|
|
2020
Q2 | $814K | Sell |
3,626
-175
| -5% | -$39.3K | 0.81% | 50 |
|
|
2020
Q1 | $506K | Buy |
3,801
+242
| +7% | +$32.2K | 0.61% | 56 |
|
|
2019
Q4 | $564K | Buy |
+3,559
| New | +$564K | 0.54% | 60 |
|