VFA
Values First Advisors’s Trade Desk TTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Buy |
6,932
+211
| +3% | +$15.2K | 0.27% | 107 |
|
|
2025
Q1 | $369K | Sell |
6,721
-5,171
| -43% | -$284K | 0.22% | 126 |
|
|
2024
Q4 | $1.4M | Buy |
11,892
+107
| +0.9% | +$12.6K | 0.77% | 41 |
|
|
2024
Q3 | $1.29M | Sell |
11,785
-1,968
| -14% | -$216K | 0.7% | 43 |
|
|
2024
Q2 | $1.34M | Sell |
13,753
-1,707
| -11% | -$167K | 0.8% | 43 |
|
|
2024
Q1 | $1.35M | Buy |
15,460
+4,078
| +36% | +$356K | 0.79% | 39 |
|
|
2023
Q4 | $819K | Buy |
11,382
+304
| +3% | +$21.9K | 0.49% | 64 |
|
|
2023
Q3 | $866K | Sell |
11,078
-3,240
| -23% | -$253K | 0.56% | 54 |
|
|
2023
Q2 | $1.11M | Sell |
14,318
-4,730
| -25% | -$365K | 0.67% | 44 |
|
|
2023
Q1 | $1.16M | Buy |
19,048
+4,595
| +32% | +$280K | 0.74% | 40 |
|
|
2022
Q4 | $648K | Sell |
14,453
-4,519
| -24% | -$203K | 0.45% | 65 |
|
|
2022
Q3 | $1.13M | Buy |
18,972
+4,211
| +29% | +$252K | 0.81% | 42 |
|
|
2022
Q2 | $618K | Buy |
14,761
+1,826
| +14% | +$76.4K | 0.44% | 70 |
|
|
2022
Q1 | $896K | Buy |
12,935
+2,325
| +22% | +$161K | 0.57% | 56 |
|
|
2021
Q4 | $972K | Buy |
10,610
+945
| +10% | +$86.6K | 0.58% | 62 |
|
|
2021
Q3 | $679K | Buy |
9,665
+420
| +5% | +$29.5K | 0.44% | 73 |
|
|
2021
Q2 | $715K | Buy |
9,245
+8,093
| +703% | +$626K | 0.49% | 76 |
|
|
2021
Q1 | $750K | Buy |
1,152
+189
| +20% | +$123K | 0.55% | 66 |
|
|
2020
Q4 | $772K | Sell |
963
-510
| -35% | -$409K | 0.62% | 58 |
|
|
2020
Q3 | $764K | Sell |
1,473
-657
| -31% | -$341K | 0.7% | 52 |
|
|
2020
Q2 | $866K | Sell |
2,130
-179
| -8% | -$72.8K | 0.86% | 48 |
|
|
2020
Q1 | $446K | Sell |
2,309
-1,109
| -32% | -$214K | 0.53% | 61 |
|
|
2019
Q4 | $888K | Buy |
+3,418
| New | +$888K | 0.86% | 45 |
|