VFA
Values First Advisors’s Verisk Analytics VRSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Buy |
+813
| New | +$253K | 0.14% | 151 |
|
|
2024
Q4 | – | Sell |
-508
| Closed | -$136K | – | 297 |
|
|
2024
Q3 | $136K | Buy |
+508
| New | +$136K | 0.07% | 168 |
|
|
2023
Q3 | – | Sell |
-2,832
| Closed | -$640K | – | 177 |
|
|
2023
Q2 | $640K | Sell |
2,832
-241
| -8% | -$54.5K | 0.39% | 80 |
|
|
2023
Q1 | $590K | Buy |
3,073
+104
| +4% | +$20K | 0.38% | 76 |
|
|
2022
Q4 | $524K | Buy |
2,969
+34
| +1% | +$6K | 0.37% | 75 |
|
|
2022
Q3 | $500K | Buy |
2,935
+55
| +2% | +$9.37K | 0.36% | 84 |
|
|
2022
Q2 | $499K | Sell |
2,880
-770
| -21% | -$133K | 0.35% | 86 |
|
|
2022
Q1 | $783K | Sell |
3,650
-14
| -0.4% | -$3K | 0.49% | 61 |
|
|
2021
Q4 | $838K | Buy |
3,664
+222
| +6% | +$50.8K | 0.5% | 67 |
|
|
2021
Q3 | $689K | Buy |
3,442
+111
| +3% | +$22.2K | 0.45% | 72 |
|
|
2021
Q2 | $582K | Buy |
3,331
+254
| +8% | +$44.4K | 0.39% | 92 |
|
|
2021
Q1 | $544K | Buy |
3,077
+369
| +14% | +$65.2K | 0.4% | 86 |
|
|
2020
Q4 | $562K | Buy |
2,708
+352
| +15% | +$73.1K | 0.45% | 80 |
|
|
2020
Q3 | $437K | Buy |
2,356
+364
| +18% | +$67.5K | 0.4% | 87 |
|
|
2020
Q2 | $339K | Buy |
+1,992
| New | +$339K | 0.34% | 98 |
|