PFA
Paradigm Financial Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.08M | Sell |
50,239
-2,458
| -5% | -$151K | 0.68% | 37 |
|
|
2021
Q3 | $3.21M | Sell |
52,697
-9,882
| -16% | -$602K | 0.74% | 36 |
|
|
2021
Q2 | $3.97M | Buy |
62,579
+190
| +0.3% | +$12K | 0.88% | 34 |
|
|
2021
Q1 | $3.79M | Buy |
62,389
+30,263
| +94% | +$1.84M | 0.92% | 30 |
|
|
2020
Q4 | $1.88M | Sell |
32,126
-35,353
| -52% | -$2.06M | 0.51% | 49 |
|
|
2020
Q3 | $3.4M | Sell |
67,479
-96,371
| -59% | -$4.86M | 0.97% | 26 |
|
|
2020
Q2 | $7.8M | Sell |
163,850
-12,564
| -7% | -$598K | 2.48% | 10 |
|
|
2020
Q1 | $7.24M | Buy |
176,414
+113,098
| +179% | +$4.64M | 2.69% | 10 |
|
|
2019
Q4 | $3.4M | Buy |
63,316
+2,648
| +4% | +$142K | 1.17% | 26 |
|
|
2019
Q3 | $3.03M | Sell |
60,668
-2,770
| -4% | -$138K | 1.18% | 27 |
|
|
2019
Q2 | $3.24M | Buy |
63,438
+9,612
| +18% | +$490K | 1.19% | 29 |
|
|
2019
Q1 | $2.7M | Sell |
53,826
-1,044
| -2% | -$52.3K | 1.02% | 33 |
|
|
2018
Q4 | $2.5M | Buy |
54,870
+732
| +1% | +$33.4K | 1.12% | 30 |
|
|
2018
Q3 | $2.82M | Buy |
54,138
+124
| +0.2% | +$6.45K | 1.1% | 31 |
|
|
2018
Q2 | $2.8M | Sell |
54,014
-743
| -1% | -$38.5K | 1.19% | 29 |
|
|
2018
Q1 | $2.98M | Sell |
54,757
-285
| -0.5% | -$15.5K | 1.3% | 25 |
|
|
2017
Q4 | $3.01M | Buy |
55,042
+803
| +1% | +$43.9K | 1.37% | 26 |
|
|
2017
Q3 | $2.86M | Sell |
54,239
-66
| -0.1% | -$3.48K | 1.38% | 27 |
|
|
2017
Q2 | $2.72M | Sell |
54,305
-7,337
| -12% | -$367K | 1.37% | 25 |
|
|
2017
Q1 | $2.95M | Sell |
61,642
-215
| -0.3% | -$10.3K | 1.51% | 22 |
|
|
2016
Q4 | $2.73M | Sell |
61,857
-4,135
| -6% | -$183K | 1.49% | 22 |
|
|
2016
Q3 | $3M | Sell |
65,992
-3,134
| -5% | -$142K | 1.8% | 21 |
|
|
2016
Q2 | $2.96M | Sell |
69,126
-1,807
| -3% | -$77.4K | 1.79% | 19 |
|
|
2016
Q1 | $3.06M | Sell |
70,933
-23,376
| -25% | -$1.01M | 1.19% | 20 |
|
|
2015
Q4 | $4.09M | Buy |
94,309
+642
| +0.7% | +$27.9K | 2.57% | 17 |
|
|
2015
Q3 | $3.99M | Buy |
93,667
+21,267
| +29% | +$907K | 2.63% | 16 |
|
|
2015
Q2 | $3.52M | Sell |
72,400
-4,201
| -5% | -$204K | 2.64% | 15 |
|
|
2015
Q1 | $3.73M | Sell |
76,601
-4,365
| -5% | -$213K | 2.89% | 10 |
|
|
2014
Q4 | $3.79M | Buy |
80,966
+117
| +0.1% | +$5.48K | 3.08% | 10 |
|
|
2014
Q3 | $3.98M | Buy |
80,849
+6,088
| +8% | +$300K | 3.4% | 5 |
|
|
2014
Q2 | $3.91M | Buy |
74,761
+11,121
| +17% | +$581K | 3.33% | 6 |
|
|
2014
Q1 | $3.2M | Buy |
63,640
+15,781
| +33% | +$794K | 2.95% | 9 |
|
|
2013
Q4 | $2.43M | Buy |
+47,859
| New | +$2.43M | 2.38% | 14 |
|