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Company Main View
Name:
Values First Advisors Inc.
City:
GRAY
State:
TN
Zip:
37615
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2019-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$170,606,000
Total Value Change :
$4,890,000
Securities Held Change :
3
All Securities Held :
167
New Positions
:
12
Closed Positions
:
12
Increased Positions
:
90
Unchanged Positions
:
5
Decreased Positions
:
60
Download
Free Registration Required For Full Results
Holdings Found :
5
View All Holdings
Currently Viewing:
Unchanged Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
VMBS
Vanguard Mortgage-Backed S
163
-
$45.73
$3,000
70
0%
0
0
0
Closed - End Fund - Debt
CWB
SPDR Barclays Capital Conve...
164
-
$71.69
$1,000
16
0%
0
0
0
N/A
FLRN
Spdr Barclays Investment Gr...
169
-
$30.79
$0
6
0%
0
0
0
N/A
VCSH
Vanguard Scottsdale Funds
168
-
$77.35
$0
2
0%
0
0
0
N/A
MBG
Spdr Brcly Captl Mrtg Bkd
170
-
$21.76
$0
13
0%
0
0
0
Gambling/Resorts
5
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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