VFA
Values First Advisors’s Nasdaq NDAQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,408
| Closed | -$270K | – | 174 |
|
|
2023
Q2 | $270K | Buy |
5,408
+241
| +5% | +$12K | 0.16% | 136 |
|
|
2023
Q1 | $282K | Sell |
5,167
-1,162
| -18% | -$63.5K | 0.18% | 122 |
|
|
2022
Q4 | $388K | Buy |
6,329
+1,587
| +33% | +$97.4K | 0.27% | 102 |
|
|
2022
Q3 | $269K | Buy |
4,742
+3,221
| +212% | +$183K | 0.19% | 114 |
|
|
2022
Q2 | $232K | Buy |
1,521
+16
| +1% | +$2.44K | 0.16% | 126 |
|
|
2022
Q1 | $268K | Buy |
1,505
+512
| +52% | +$91.2K | 0.17% | 132 |
|
|
2021
Q4 | $209K | Buy |
+993
| New | +$209K | 0.12% | 156 |
|