PFA
Paradigm Financial Advisors’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $4.76M | Buy |
49,329
+1,682
| +4% | +$162K | 1.05% | 28 |
|
|
2021
Q3 | $4.42M | Sell |
47,647
-1,728
| -3% | -$160K | 1.02% | 29 |
|
|
2021
Q2 | $4.47M | Buy |
49,375
+3,142
| +7% | +$284K | 0.99% | 31 |
|
|
2021
Q1 | $3.91M | Sell |
46,233
-657
| -1% | -$55.5K | 0.95% | 29 |
|
|
2020
Q4 | $3.42M | Sell |
46,890
-11,289
| -19% | -$822K | 0.92% | 29 |
|
|
2020
Q3 | $3.4M | Sell |
58,179
-27,672
| -32% | -$1.62M | 0.97% | 27 |
|
|
2020
Q2 | $4.91M | Buy |
85,851
+786
| +0.9% | +$45K | 1.56% | 20 |
|
|
2020
Q1 | $4.32M | Buy |
85,065
+74,314
| +691% | +$3.77M | 1.6% | 19 |
|
|
2019
Q4 | $820K | Buy |
10,751
+1,968
| +22% | +$150K | 0.28% | 64 |
|
|
2019
Q3 | $615K | Sell |
8,783
-750
| -8% | -$52.5K | 0.24% | 66 |
|
|
2019
Q2 | $658K | Sell |
9,533
-550
| -5% | -$38K | 0.24% | 66 |
|
|
2019
Q1 | $651K | Buy |
10,083
+406
| +4% | +$26.2K | 0.25% | 65 |
|
|
2018
Q4 | $574K | Buy |
9,677
+2,556
| +36% | +$152K | 0.26% | 65 |
|
|
2018
Q3 | $493K | Buy |
7,121
+2,389
| +50% | +$165K | 0.19% | 67 |
|
|
2018
Q2 | $319K | Buy |
4,732
+843
| +22% | +$56.8K | 0.14% | 86 |
|
|
2018
Q1 | $270K | Buy |
+3,889
| New | +$270K | 0.12% | 90 |
|