VBFG
Vishria Bird Financial Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $746K | Sell |
15,137
-1,141
| -7% | -$56.2K | 0.25% | 42 |
|
|
2025
Q1 | $800K | Sell |
16,278
-101
| -0.6% | -$4.97K | 0.27% | 38 |
|
|
2024
Q4 | $797K | Hold |
16,379
| – | – | 0.28% | 38 |
|
|
2024
Q3 | $809K | Sell |
16,379
-430
| -3% | -$21.2K | 0.31% | 36 |
|
|
2024
Q2 | $808K | Hold |
16,809
| – | – | 0.34% | 33 |
|
|
2024
Q1 | $811K | Hold |
16,809
| – | – | 0.35% | 33 |
|
|
2023
Q4 | $812K | Hold |
16,809
| – | – | 0.38% | 31 |
|
|
2023
Q3 | $794K | Hold |
16,809
| – | – | 0.45% | 28 |
|
|
2023
Q2 | $801K | Sell |
16,809
-181
| -1% | -$8.63K | 0.48% | 27 |
|
|
2023
Q1 | $813K | Sell |
16,990
-337
| -2% | -$16.1K | 0.52% | 28 |
|
|
2022
Q4 | $821K | Sell |
17,327
-39,633
| -70% | -$1.88M | 0.57% | 28 |
|
|
2022
Q3 | $2.7M | Sell |
56,960
-9,637
| -14% | -$456K | 1.82% | 18 |
|
|
2022
Q2 | $3.22M | Sell |
66,597
-5,132
| -7% | -$248K | 2.14% | 17 |
|
|
2022
Q1 | $3.51M | Sell |
71,729
-269,101
| -79% | -$13.2M | 1.94% | 16 |
|
|
2021
Q4 | $17M | Buy |
340,830
+25,587
| +8% | +$1.28M | 7.93% | 2 |
|
|
2021
Q3 | $15.9M | Buy |
315,243
+193,232
| +158% | +$9.77M | 8.37% | 1 |
|
|
2021
Q2 | $6.21M | Buy |
122,011
+86,144
| +240% | +$4.38M | 3.06% | 13 |
|
|
2021
Q1 | $1.83M | Sell |
35,867
-5,853
| -14% | -$299K | 1.01% | 23 |
|
|
2020
Q4 | $2.15M | Buy |
41,720
+16,730
| +67% | +$861K | 1.22% | 21 |
|
|
2020
Q3 | $1.29M | Buy |
24,990
+17,640
| +240% | +$911K | 0.81% | 19 |
|
|
2020
Q2 | $380K | Hold |
7,350
| – | – | 0.3% | 24 |
|
|
2020
Q1 | $375K | Buy |
+7,350
| New | +$375K | 0.39% | 27 |
|