VFA
Values First Advisors’s Toast TOST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
32,887
+2,692
| +9% | +$119K | 0.79% | 43 |
|
|
2025
Q1 | $1M | Buy |
30,195
+2,495
| +9% | +$82.9K | 0.59% | 48 |
|
|
2024
Q4 | $1.01M | Sell |
27,700
-5,806
| -17% | -$212K | 0.56% | 52 |
|
|
2024
Q3 | $949K | Buy |
33,506
+2,164
| +7% | +$61.3K | 0.51% | 53 |
|
|
2024
Q2 | $808K | Buy |
31,342
+811
| +3% | +$20.9K | 0.48% | 59 |
|
|
2024
Q1 | $761K | Buy |
30,531
+12,418
| +69% | +$309K | 0.45% | 68 |
|
|
2023
Q4 | $331K | Sell |
18,113
-14,506
| -44% | -$265K | 0.2% | 124 |
|
|
2023
Q3 | $611K | Buy |
+32,619
| New | +$611K | 0.39% | 77 |
|