VFA
Values First Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Sell |
20,465
-309
| -1% | -$27.3K | 0.98% | 28 |
|
|
2025
Q1 | $1.89M | Buy |
20,774
+1,862
| +10% | +$169K | 1.1% | 22 |
|
|
2024
Q4 | $1.65M | Buy |
18,912
+6,534
| +53% | +$571K | 0.91% | 30 |
|
|
2024
Q3 | $1.21M | Buy |
12,378
+186
| +2% | +$18.2K | 0.66% | 48 |
|
|
2024
Q2 | $1.12M | Buy |
12,192
+530
| +5% | +$48.6K | 0.67% | 49 |
|
|
2024
Q1 | $1.1M | Buy |
11,662
+1,264
| +12% | +$120K | 0.65% | 47 |
|
|
2023
Q4 | $1.03M | Buy |
+10,398
| New | +$1.03M | 0.62% | 48 |
|