VFA
Values First Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $948K | Sell |
6,167
-91
| -1% | -$14K | 0.52% | 58 |
|
|
2025
Q1 | $959K | Buy |
6,258
+22
| +0.4% | +$3.37K | 0.56% | 53 |
|
|
2024
Q4 | $786K | Buy |
6,236
+239
| +4% | +$30.1K | 0.43% | 64 |
|
|
2024
Q3 | $768K | Sell |
5,997
-23
| -0.4% | -$2.94K | 0.42% | 64 |
|
|
2024
Q2 | $628K | Buy |
6,020
+10
| +0.2% | +$1.04K | 0.38% | 71 |
|
|
2024
Q1 | $562K | Buy |
6,010
+253
| +4% | +$23.6K | 0.33% | 89 |
|
|
2023
Q4 | $519K | Sell |
5,757
-2,820
| -33% | -$254K | 0.31% | 98 |
|
|
2023
Q3 | $703K | Sell |
8,577
-3
| -0% | -$246 | 0.45% | 66 |
|
|
2023
Q2 | $694K | Buy |
8,580
+486
| +6% | +$39.3K | 0.42% | 75 |
|
|
2023
Q1 | $580K | Buy |
8,094
+355
| +5% | +$25.5K | 0.37% | 78 |
|
|
2022
Q4 | $507K | Buy |
7,739
+1,664
| +27% | +$109K | 0.35% | 79 |
|
|
2022
Q3 | $391K | Buy |
6,075
+260
| +4% | +$16.7K | 0.28% | 98 |
|
|
2022
Q2 | $479K | Sell |
5,815
-237
| -4% | -$19.5K | 0.34% | 89 |
|
|
2022
Q1 | $582K | Buy |
6,052
+241
| +4% | +$23.2K | 0.37% | 84 |
|
|
2021
Q4 | $498K | Sell |
5,811
-627
| -10% | -$53.7K | 0.29% | 95 |
|
|
2021
Q3 | $530K | Buy |
6,438
+262
| +4% | +$21.6K | 0.34% | 91 |
|
|
2021
Q2 | $513K | Sell |
6,176
-101
| -2% | -$8.39K | 0.35% | 99 |
|
|
2021
Q1 | $450K | Buy |
6,277
+106
| +2% | +$7.6K | 0.33% | 96 |
|
|
2020
Q4 | $399K | Sell |
6,171
-119
| -2% | -$7.69K | 0.32% | 105 |
|
|
2020
Q3 | $346K | Buy |
6,290
+1,147
| +22% | +$63.1K | 0.32% | 103 |
|
|
2020
Q2 | $266K | Buy |
5,143
+328
| +7% | +$17K | 0.26% | 114 |
|
|
2020
Q1 | $220K | Sell |
4,815
-902
| -16% | -$41.3K | 0.26% | 107 |
|
|
2019
Q4 | $468K | Buy |
+5,717
| New | +$468K | 0.45% | 75 |
|