VFA
Values First Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.97M | Sell |
51,944
-852
| -2% | -$81.6K | 2.71% | 6 |
|
|
2025
Q1 | $5.03M | Buy |
52,796
+1,767
| +3% | +$168K | 2.94% | 6 |
|
|
2024
Q4 | $4.72M | Buy |
51,029
+17,806
| +54% | +$1.65M | 2.6% | 6 |
|
|
2024
Q3 | $3.26M | Buy |
33,223
+945
| +3% | +$92.7K | 1.77% | 9 |
|
|
2024
Q2 | $3.02M | Buy |
32,278
+1,365
| +4% | +$128K | 1.81% | 9 |
|
|
2024
Q1 | $2.93M | Buy |
30,913
+2,525
| +9% | +$239K | 1.72% | 10 |
|
|
2023
Q4 | $2.74M | Buy |
28,388
+28,386
| +1,419,300% | +$2.74M | 1.65% | 9 |
|
|
2023
Q3 | $138 | Hold |
2
| – | – | ﹤0.01% | 163 |
|
|
2023
Q2 | $146 | Hold |
2
| – | – | ﹤0.01% | 170 |
|
|
2023
Q1 | $149 | Hold |
2
| – | – | ﹤0.01% | 342 |
|
|
2022
Q4 | $144 | Sell |
2
-56
| -97% | -$4.03K | ﹤0.01% | 157 |
|
|
2022
Q3 | $6K | Buy |
58
+1
| +2% | +$103 | ﹤0.01% | 154 |
|
|
2022
Q2 | $6K | Sell |
57
-11,764
| -100% | -$1.24M | ﹤0.01% | 155 |
|
|
2022
Q1 | $1.27M | Buy |
11,821
+212
| +2% | +$22.8K | 0.8% | 41 |
|
|
2021
Q4 | $1.34M | Buy |
11,609
+2,210
| +24% | +$254K | 0.79% | 41 |
|
|
2021
Q3 | $1.08M | Buy |
9,399
+893
| +10% | +$103K | 0.7% | 48 |
|
|
2021
Q2 | $982K | Sell |
8,506
-7,032
| -45% | -$812K | 0.67% | 52 |
|
|
2021
Q1 | $1.76M | Buy |
15,538
+1,279
| +9% | +$144K | 1.3% | 23 |
|
|
2020
Q4 | $1.71M | Sell |
14,259
-486
| -3% | -$58.3K | 1.36% | 21 |
|
|
2020
Q3 | $1.8M | Buy |
14,745
+1,354
| +10% | +$165K | 1.65% | 9 |
|
|
2020
Q2 | $1.63M | Sell |
13,391
-303
| -2% | -$36.9K | 1.62% | 8 |
|
|
2020
Q1 | $1.66M | Buy |
13,694
+1,263
| +10% | +$153K | 2% | 6 |
|
|
2019
Q4 | $1.37M | Buy |
+12,431
| New | +$1.37M | 1.32% | 27 |
|