VFA
Values First Advisors’s NNN REIT NNN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Sell |
56,168
-2,803
| -5% | -$121K | 1.32% | 12 |
|
|
2025
Q1 | $2.51M | Buy |
58,971
+1,144
| +2% | +$48.7K | 1.46% | 10 |
|
|
2024
Q4 | $2.36M | Sell |
57,827
-997
| -2% | -$40.7K | 1.3% | 14 |
|
|
2024
Q3 | $2.85M | Sell |
58,824
-357
| -0.6% | -$17.3K | 1.55% | 11 |
|
|
2024
Q2 | $2.52M | Buy |
59,181
+1,850
| +3% | +$78.8K | 1.51% | 15 |
|
|
2024
Q1 | $2.45M | Buy |
57,331
+598
| +1% | +$25.6K | 1.44% | 15 |
|
|
2023
Q4 | $2.45M | Buy |
56,733
+595
| +1% | +$25.6K | 1.48% | 11 |
|
|
2023
Q3 | $1.98M | Buy |
56,138
+210
| +0.4% | +$7.42K | 1.28% | 12 |
|
|
2023
Q2 | $2.39M | Buy |
55,928
+2,711
| +5% | +$116K | 1.44% | 12 |
|
|
2023
Q1 | $2.35M | Buy |
53,217
+1,130
| +2% | +$49.9K | 1.5% | 11 |
|
|
2022
Q4 | $2.38M | Buy |
52,087
+806
| +2% | +$36.9K | 1.66% | 8 |
|
|
2022
Q3 | $2.04M | Buy |
51,281
+1,803
| +4% | +$71.9K | 1.47% | 12 |
|
|
2022
Q2 | $2.13M | Buy |
49,478
+8,639
| +21% | +$372K | 1.51% | 12 |
|
|
2022
Q1 | $1.84M | Buy |
40,839
+812
| +2% | +$36.5K | 1.16% | 25 |
|
|
2021
Q4 | $1.93M | Sell |
40,027
-5,522
| -12% | -$266K | 1.14% | 25 |
|
|
2021
Q3 | $1.97M | Buy |
45,549
+1,314
| +3% | +$56.7K | 1.27% | 25 |
|
|
2021
Q2 | $2.07M | Buy |
44,235
+3,154
| +8% | +$148K | 1.41% | 21 |
|
|
2021
Q1 | $1.81M | Buy |
41,081
+1,019
| +3% | +$44.9K | 1.34% | 22 |
|
|
2020
Q4 | $1.64M | Sell |
40,062
-250
| -0.6% | -$10.2K | 1.31% | 23 |
|
|
2020
Q3 | $1.39M | Buy |
40,312
+4,411
| +12% | +$152K | 1.28% | 24 |
|
|
2020
Q2 | $1.27M | Buy |
35,901
+749
| +2% | +$26.6K | 1.26% | 26 |
|
|
2020
Q1 | $1.13M | Sell |
35,152
-483
| -1% | -$15.5K | 1.36% | 22 |
|
|
2019
Q4 | $1.91M | Buy |
+35,635
| New | +$1.91M | 1.84% | 7 |
|