VFA
Values First Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,209
| Closed | -$1.07M | – | 164 |
|
|
2022
Q3 | $1.07M | Buy |
10,209
+549
| +6% | +$57.6K | 0.77% | 46 |
|
|
2022
Q2 | $1.1M | Sell |
9,660
-1,276
| -12% | -$145K | 0.78% | 43 |
|
|
2022
Q1 | $1.36M | Buy |
10,936
+247
| +2% | +$30.8K | 0.86% | 38 |
|
|
2021
Q4 | $1.38M | Buy |
10,689
+2,136
| +25% | +$276K | 0.82% | 38 |
|
|
2021
Q3 | $1.09M | Buy |
8,553
+953
| +13% | +$122K | 0.71% | 47 |
|
|
2021
Q2 | $973K | Buy |
+7,600
| New | +$973K | 0.66% | 53 |
|
|
2020
Q1 | – | Sell |
-50
| Closed | -$6K | – | 143 |
|
|
2019
Q4 | $6K | Buy |
+50
| New | +$6K | 0.01% | 138 |
|