VFA
Values First Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,766
| Closed | -$713K | – | 163 |
|
|
2022
Q3 | $713K | Buy |
13,766
+381
| +3% | +$19.7K | 0.51% | 65 |
|
|
2022
Q2 | $747K | Sell |
13,385
-7,964
| -37% | -$444K | 0.53% | 58 |
|
|
2022
Q1 | $1.3M | Buy |
21,349
+1,075
| +5% | +$65.3K | 0.82% | 40 |
|
|
2021
Q4 | $1.28M | Buy |
20,274
+3,430
| +20% | +$216K | 0.75% | 44 |
|
|
2021
Q3 | $1.05M | Buy |
16,844
+2,259
| +15% | +$141K | 0.68% | 50 |
|
|
2021
Q2 | $912K | Buy |
+14,585
| New | +$912K | 0.62% | 56 |
|