VFA
Values First Advisors’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-455
| Closed | -$97.6K | – | 258 |
|
|
2024
Q3 | $97.6K | Buy |
+455
| New | +$97.6K | 0.05% | 183 |
|
|
2023
Q4 | – | Sell |
-1,024
| Closed | -$213K | – | 173 |
|
|
2023
Q3 | $213K | Sell |
1,024
-336
| -25% | -$69.9K | 0.14% | 139 |
|
|
2023
Q2 | $293K | Buy |
1,360
+60
| +5% | +$12.9K | 0.18% | 133 |
|
|
2023
Q1 | $300K | Sell |
1,300
-87
| -6% | -$20.1K | 0.19% | 118 |
|
|
2022
Q4 | $317K | Buy |
1,387
+320
| +30% | +$73K | 0.22% | 113 |
|
|
2022
Q3 | $213K | Sell |
1,067
-62
| -5% | -$12.4K | 0.15% | 129 |
|
|
2022
Q2 | $205K | Buy |
+1,129
| New | +$205K | 0.15% | 134 |
|
|
2022
Q1 | – | Sell |
-948
| Closed | -$224K | – | 169 |
|
|
2021
Q4 | $224K | Buy |
+948
| New | +$224K | 0.13% | 149 |
|