VFA
Values First Advisors’s MSCI MSCI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-227
| Closed | -$133K | – | 265 |
|
2024
Q3 | $133K | Buy |
+227
| New | +$133K | 0.07% | 169 |
|
2024
Q2 | – | Sell |
-655
| Closed | -$367K | – | 178 |
|
2024
Q1 | $367K | Buy |
+655
| New | +$367K | 0.22% | 118 |
|
2023
Q4 | – | Sell |
-433
| Closed | -$222K | – | 174 |
|
2023
Q3 | $222K | Buy |
+433
| New | +$222K | 0.14% | 135 |
|