VFA
Values First Advisors’s Public Service Enterprise Group PEG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $268K | Sell |
3,179
-112
| -3% | -$9.43K | 0.15% | 150 |
|
2025
Q1 | $271K | Buy |
3,291
+629
| +24% | +$51.7K | 0.16% | 144 |
|
2024
Q4 | $225K | Sell |
2,662
-146
| -5% | -$12.3K | 0.12% | 159 |
|
2024
Q3 | $251K | Sell |
2,808
-203
| -7% | -$18.1K | 0.14% | 135 |
|
2024
Q2 | $222K | Buy |
+3,011
| New | +$222K | 0.13% | 142 |
|