VFA
Values First Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.2M | Sell |
82,268
-1,084
| -1% | -$55.4K | 2.29% | 7 |
|
|
2025
Q1 | $4.24M | Buy |
83,352
+52
| +0.1% | +$2.65K | 2.47% | 7 |
|
|
2024
Q4 | $4.21M | Buy |
83,300
+28,601
| +52% | +$1.44M | 2.32% | 7 |
|
|
2024
Q3 | $2.8M | Buy |
54,699
+1,502
| +3% | +$77K | 1.52% | 12 |
|
|
2024
Q2 | $2.68M | Buy |
53,197
+1,579
| +3% | +$79.5K | 1.6% | 12 |
|
|
2024
Q1 | $2.6M | Sell |
51,618
-958
| -2% | -$48.3K | 1.53% | 13 |
|
|
2023
Q4 | $2.66M | Sell |
52,576
-42,842
| -45% | -$2.16M | 1.6% | 10 |
|
|
2023
Q3 | $4.76M | Buy |
95,418
+4,137
| +5% | +$206K | 3.08% | 5 |
|
|
2023
Q2 | $4.54M | Buy |
91,281
+1,879
| +2% | +$93.4K | 2.74% | 5 |
|
|
2023
Q1 | $4.43M | Buy |
89,402
+14,802
| +20% | +$734K | 2.82% | 4 |
|
|
2022
Q4 | $3.68M | Sell |
74,600
-31,670
| -30% | -$1.56M | 2.56% | 4 |
|
|
2022
Q3 | $5.24M | Buy |
106,270
+1,146
| +1% | +$56.5K | 3.76% | 2 |
|
|
2022
Q2 | $5.18M | Sell |
105,124
-7,212
| -6% | -$355K | 3.68% | 2 |
|
|
2022
Q1 | $5.57M | Sell |
112,336
-7,331
| -6% | -$363K | 3.52% | 2 |
|
|
2021
Q4 | $5.98M | Buy |
119,667
+18,488
| +18% | +$924K | 3.54% | 2 |
|
|
2021
Q3 | $5.07M | Buy |
101,179
+59,328
| +142% | +$2.97M | 3.29% | 2 |
|
|
2021
Q2 | $2.1M | Buy |
41,851
+583
| +1% | +$29.3K | 1.42% | 19 |
|
|
2021
Q1 | $2.07M | Sell |
41,268
-545
| -1% | -$27.4K | 1.53% | 13 |
|
|
2020
Q4 | $2.1M | Sell |
41,813
-2,667
| -6% | -$134K | 1.67% | 9 |
|
|
2020
Q3 | $2.23M | Sell |
44,480
-2,202
| -5% | -$110K | 2.05% | 4 |
|
|
2020
Q2 | $2.34M | Buy |
46,682
+466
| +1% | +$23.3K | 2.31% | 3 |
|
|
2020
Q1 | $2.24M | Sell |
46,216
-7,969
| -15% | -$386K | 2.69% | 3 |
|
|
2019
Q4 | $2.72M | Buy |
+54,185
| New | +$2.72M | 2.63% | 3 |
|