VFA
Values First Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
12,533
-208
| -2% | -$20.9K | 0.69% | 49 |
|
|
2025
Q1 | $1.28M | Buy |
12,741
+13
| +0.1% | +$1.31K | 0.75% | 40 |
|
|
2024
Q4 | $1.28M | Sell |
12,728
-2,635
| -17% | -$264K | 0.7% | 43 |
|
|
2024
Q3 | $1.55M | Sell |
15,363
-43,776
| -74% | -$4.41M | 0.84% | 39 |
|
|
2024
Q2 | $5.96M | Buy |
59,139
+718
| +1% | +$72.3K | 3.57% | 3 |
|
|
2024
Q1 | $5.88M | Buy |
58,421
+875
| +2% | +$88.1K | 3.45% | 3 |
|
|
2023
Q4 | $5.77M | Buy |
57,546
+6,546
| +13% | +$656K | 3.48% | 3 |
|
|
2023
Q3 | $5.13M | Sell |
51,000
-257
| -0.5% | -$25.9K | 3.32% | 4 |
|
|
2023
Q2 | $5.16M | Buy |
51,257
+51,003
| +20,080% | +$5.13M | 3.11% | 4 |
|
|
2023
Q1 | $25.5K | Buy |
+254
| New | +$25.5K | 0.02% | 210 |
|