PFA
Paradigm Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $5.36M | Buy |
11,694
+122
| +1% | +$55.9K | 1.18% | 25 |
|
|
2021
Q3 | $4.64M | Buy |
11,572
+27
| +0.2% | +$10.8K | 1.07% | 27 |
|
|
2021
Q2 | $4.6M | Sell |
11,545
-277
| -2% | -$110K | 1.02% | 29 |
|
|
2021
Q1 | $4.24M | Buy |
11,822
+852
| +8% | +$305K | 1.03% | 28 |
|
|
2020
Q4 | $3.88M | Sell |
10,970
-2,339
| -18% | -$827K | 1.05% | 25 |
|
|
2020
Q3 | $4.15M | Sell |
13,309
-2,739
| -17% | -$853K | 1.18% | 24 |
|
|
2020
Q2 | $4.47M | Buy |
16,048
+1,081
| +7% | +$301K | 1.42% | 22 |
|
|
2020
Q1 | $3.17M | Buy |
14,967
+9,466
| +172% | +$2.01M | 1.18% | 29 |
|
|
2019
Q4 | $1.35M | Buy |
5,501
+2,272
| +70% | +$556K | 0.46% | 51 |
|
|
2019
Q3 | $696K | Buy |
+3,229
| New | +$696K | 0.27% | 61 |
|
|
2014
Q2 | – | Sell |
-65
| Closed | -$6K | – | 217 |
|
|
2014
Q1 | $6K | Hold |
65
| – | – | 0.01% | 223 |
|
|
2013
Q4 | $6K | Buy |
+65
| New | +$6K | 0.01% | 228 |
|