PFA
Paradigm Financial Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $5.58M | Buy |
68,656
+61
| +0.1% | +$4.96K | 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% | -$4.1M | 1.42% | 20 |
|
|
2020
Q4 | $10M | Sell |
120,331
-40,546
| -25% | -$3.38M | 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% | -$22.1K | 1.97% | 15 |
|
|
2020
Q1 | $5.95M | Buy |
75,224
+9,072
| +14% | +$718K | 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% | +$805K | 1.68% | 16 |
|
|
2019
Q2 | $3.48M | Buy |
43,099
+5,035
| +13% | +$406K | 1.28% | 25 |
|
|
2019
Q1 | $3.04M | Buy |
38,064
+1,571
| +4% | +$125K | 1.15% | 29 |
|
|
2018
Q4 | $2.84M | Sell |
36,493
-6,941
| -16% | -$541K | 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% | -$225K | 1.65% | 20 |
|
|
2017
Q4 | $4.06M | Buy |
51,194
+501
| +1% | +$39.7K | 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% | +$54.8K | 2.1% | 17 |
|
|
2017
Q1 | $4.08M | Sell |
51,125
-1,311
| -3% | -$105K | 2.09% | 16 |
|
|
2016
Q4 | $4.16M | Sell |
52,436
-1,185
| -2% | -$94K | 2.27% | 14 |
|
|
2016
Q3 | $4.32M | Sell |
53,621
-104
| -0.2% | -$8.38K | 2.59% | 14 |
|
|
2016
Q2 | $4.34M | Buy |
53,725
+596
| +1% | +$48.2K | 2.63% | 16 |
|
|
2016
Q1 | $4.25M | Sell |
53,129
-1,350
| -2% | -$108K | 1.65% | 16 |
|
|
2015
Q4 | $4.3M | Sell |
54,479
-876
| -2% | -$69.2K | 2.7% | 16 |
|
|
2015
Q3 | $4.41M | Buy |
55,355
+702
| +1% | +$56K | 2.91% | 14 |
|
|
2015
Q2 | $4.35M | Sell |
54,653
-7,239
| -12% | -$576K | 3.27% | 9 |
|
|
2015
Q1 | $4.96M | Sell |
61,892
-3,223
| -5% | -$258K | 3.84% | 3 |
|
|
2014
Q4 | $5.19M | Buy |
65,115
+23,488
| +56% | +$1.87M | 4.21% | 3 |
|
|
2014
Q3 | $3.32M | Buy |
41,627
+4,672
| +13% | +$373K | 2.84% | 12 |
|
|
2014
Q2 | $2.97M | Buy |
36,955
+9,681
| +35% | +$778K | 2.53% | 13 |
|
|
2014
Q1 | $2.18M | Buy |
27,274
+10,793
| +65% | +$863K | 2.01% | 16 |
|
|
2013
Q4 | $1.32M | Buy |
+16,481
| New | +$1.32M | 1.29% | 24 |
|