PFA
Paradigm Financial Advisors’s Vanguard Mega Cap Value ETF MGV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-2,585
| Closed | -$225K | – | 124 |
|
2019
Q4 | $225K | Buy |
2,585
+36
| +1% | +$3.13K | 0.08% | 112 |
|
2019
Q3 | $208K | Buy |
2,549
+17
| +0.7% | +$1.39K | 0.08% | 110 |
|
2019
Q2 | $204K | Buy |
+2,532
| New | +$204K | 0.08% | 114 |
|
2014
Q2 | – | Sell |
-2,482
| Closed | -$139K | – | 161 |
|
2014
Q1 | $139K | Buy |
+2,482
| New | +$139K | 0.13% | 85 |
|