VFA
Values First Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
1,923
-21
| -1% | -$11.1K | 0.55% | 52 |
|
|
2025
Q1 | $986K | Sell |
1,944
-178
| -8% | -$90.3K | 0.58% | 49 |
|
|
2024
Q4 | $1.06M | Buy |
2,122
+1,465
| +223% | +$730K | 0.58% | 50 |
|
|
2024
Q3 | $339K | Buy |
657
+2
| +0.3% | +$1.03K | 0.18% | 116 |
|
|
2024
Q2 | $292K | Sell |
655
-47
| -7% | -$21K | 0.18% | 128 |
|
|
2024
Q1 | $299K | Buy |
702
+172
| +32% | +$73.2K | 0.18% | 133 |
|
|
2023
Q4 | $233K | Buy |
+530
| New | +$233K | 0.14% | 137 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 338 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 356 |
|