Paradigm Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Paradigm Financial Advisors’s Portfolio VGSH Stock Details VGSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$6.67M	Buy	109,561 +225	+0.2%	+$13.8K	1.47%	19
2021 Q3	$6.71M	Sell	109,336 -5,379	-5%	-$331K	1.55%	19
2021 Q2	$7.05M	Sell	114,715 -5,058	-4%	-$311K	1.57%	18
2021 Q1	$7.37M	Sell	119,773 -59,511	-33%	-$3.66M	1.79%	16
2020 Q4	$11M	Sell	179,284 -77,893	-30%	-$4.83M	2.99%	7
2020 Q3	$16M	Buy	+257,177	New	+$16M	4.53%	5

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

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

Paradigm Financial Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 0.21% in Q4 2021, buying an estimated $13.8K and bringing the position to 109,561 shares worth $6.67M. The position accounts for 1.47% of the portfolio, ranked #19.

Paradigm Financial Advisors first reported a position in VGSH in Q3 2020 and has held it in 6 quarters since. The position peaked at $16M in Q3 2020. 556 funds tracked by Wall St. Rank hold VGSH as of Q4 2021.

Paradigm Financial Advisors held 109,561 shares of Vanguard Short-Term Treasury ETF worth $6.67M as of Q4 2021.
Paradigm Financial Advisors bought 225 Vanguard Short-Term Treasury ETF shares in Q4 2021, an estimated $13.8K.
Vanguard Short-Term Treasury ETF made up 1.47% of Paradigm Financial Advisors's portfolio in Q4 2021, its #19 holding.
Paradigm Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q3 2020 and has held it in 6 quarters since.
Paradigm Financial Advisors's Vanguard Short-Term Treasury ETF position peaked at $16M in Q3 2020.
556 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2021.

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