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Paradigm Financial Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Paradigm Financial Advisors’s Portfolio VCSH Stock Details VCSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$5.58M Buy
68,656
+61
+0.1% +$4.98K 1.23% 23
2021
Q3 		$5.65M Sell
68,595
-1,353
-2% -$112K 1.3% 24
2021
Q2 		$5.79M Sell
69,948
-663
-0.9% -$54.8K 1.29% 24
2021
Q1 		$5.83M Sell
70,611
-49,720
-41% -$4.12M 1.42% 20
2020
Q4 		$10M Sell
120,331
-40,546
-25% -$3.36M 2.71% 10
2020
Q3 		$13.3M Buy
160,877
+85,920
+115% +$7.12M 3.78% 8
2020
Q2 		$6.2M Sell
74,957
-267
-0.4% -$21.7K 1.97% 15
2020
Q1 		$5.95M Buy
75,224
+9,072
+14% +$730K 2.21% 14
2019
Q4 		$5.36M Buy
66,152
+13,122
+25% +$1.06M 1.84% 13
2019
Q3 		$4.3M Buy
53,030
+9,931
+23% +$802K 1.68% 16
2019
Q2 		$3.48M Buy
43,099
+5,035
+13% +$402K 1.28% 25
2019
Q1 		$3.04M Buy
38,064
+1,571
+4% +$124K 1.15% 30
2018
Q4 		$2.84M Sell
36,493
-6,941
-16% -$540K 1.27% 25
2018
Q3 		$3.39M Sell
43,434
-1,482
-3% -$116K 1.33% 25
2018
Q2 		$3.51M Sell
44,916
-3,403
-7% -$266K 1.5% 22
2018
Q1 		$3.79M Sell
48,319
-2,875
-6% -$226K 1.65% 20
2017
Q4 		$4.06M Buy
51,194
+501
+1% +$39.9K 1.84% 19
2017
Q3 		$4.06M Sell
50,693
-1,116
-2% -$89.4K 1.96% 16
2017
Q2 		$4.15M Buy
51,809
+684
+1% +$54.7K 2.1% 17
2017
Q1 		$4.08M Sell
51,125
-1,311
-3% -$104K 2.09% 16
2016
Q4 		$4.16M Sell
52,436
-1,185
-2% -$94.5K 2.27% 14
2016
Q3 		$4.32M Sell
53,621
-104
-0.2% -$8.39K 2.59% 14
2016
Q2 		$4.34M Buy
53,725
+596
+1% +$47.8K 2.63% 16
2016
Q1 		$4.25M Sell
53,129
-1,350
-2% -$107K 1.65% 16
2015
Q4 		$4.3M Sell
54,479
-876
-2% -$69.6K 2.7% 16
2015
Q3 		$4.41M Buy
55,355
+702
+1% +$55.8K 2.91% 14
2015
Q2 		$4.35M Sell
54,653
-7,239
-12% -$579K 3.27% 9
2015
Q1 		$4.96M Sell
61,892
-3,223
-5% -$258K 3.84% 3
2014
Q4 		$5.18M Buy
65,115
+23,488
+56% +$1.88M 4.21% 3
2014
Q3 		$3.32M Buy
41,627
+4,672
+13% +$374K 2.84% 12
2014
Q2 		$2.97M Buy
36,955
+9,681
+35% +$777K 2.53% 13
2014
Q1 		$2.18M Buy
27,274
+10,793
+65% +$863K 2.01% 16
2013
Q4 		$1.31M Buy
+16,481
New +$1.32M 1.29% 24

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Paradigm Financial Advisors's VCSH Position: Q4 2021 in Review

Paradigm Financial Advisors increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 0.09% in Q4 2021, buying an estimated $4.98K and bringing the position to 68,656 shares worth $5.58M. The position accounts for 1.23% of the portfolio, ranked #23.

Paradigm Financial Advisors first reported a position in VCSH in Q4 2013 and has held it in 33 quarters since. The position peaked at $13.3M in Q3 2020. 1,277 funds tracked by Wall St. Rank hold VCSH as of Q4 2021.

  • Paradigm Financial Advisors held 68,656 shares of Vanguard Short-Term Corporate Bond ETF worth $5.58M as of Q4 2021.
  • Paradigm Financial Advisors bought 61 Vanguard Short-Term Corporate Bond ETF shares in Q4 2021, an estimated $4.98K.
  • Vanguard Short-Term Corporate Bond ETF made up 1.23% of Paradigm Financial Advisors's portfolio in Q4 2021, its #23 holding.
  • Paradigm Financial Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2013 and has held it in 33 quarters since.
  • Paradigm Financial Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $13.3M in Q3 2020.
  • 1,277 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.