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  Name: Values Added Financial LLC
  City: WASHINGTON
  State: DC
  Zip: 20011
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $128,232,000
  Total Value Change : $6,057,000
  Securities Held Change : 2
   
All Securities Held : 84
  New Positions : 3
  Closed Positions : 2
  Increased Positions : 27
  Unchanged Positions : 29
  Decreased Positions : 25

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     View All Holdings Currently Viewing:  Closed 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
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 86 Closed $225.56 $0 0 0% -215,000 -1,006 0    Closed - End Fund - E...
   (AMT)1 Year Chart         AMT American Tower Corp 85 Closed $194.51 $0 0 0% -206,000 -953 0    Integrated Telecommun...

      2 Records Found
  1    
Page 1 of 1
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