VFA
Values First Advisors’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,236
| Closed | -$288K | – | 211 |
|
|
2024
Q4 | $288K | Buy |
1,236
+24
| +2% | +$5.59K | 0.16% | 145 |
|
|
2024
Q3 | $328K | Sell |
1,212
-4
| -0.3% | -$1.08K | 0.18% | 119 |
|
|
2024
Q2 | $304K | Sell |
1,216
-74
| -6% | -$18.5K | 0.18% | 125 |
|
|
2024
Q1 | $463K | Sell |
1,290
-534
| -29% | -$191K | 0.27% | 101 |
|
|
2023
Q4 | $746K | Sell |
1,824
-115
| -6% | -$47K | 0.45% | 73 |
|
|
2023
Q3 | $671K | Sell |
1,939
-1,202
| -38% | -$416K | 0.43% | 70 |
|
|
2023
Q2 | $1.29M | Sell |
3,141
-316
| -9% | -$130K | 0.78% | 40 |
|
|
2023
Q1 | $806K | Buy |
3,457
+95
| +3% | +$22.1K | 0.51% | 56 |
|
|
2022
Q4 | $662K | Buy |
3,362
+1,238
| +58% | +$244K | 0.46% | 63 |
|
|
2022
Q3 | $422K | Buy |
2,124
+1,221
| +135% | +$243K | 0.3% | 92 |
|
|
2022
Q2 | $234K | Buy |
+903
| New | +$234K | 0.17% | 125 |
|