Paradigm Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$5.36M	Buy	93,552 +976	+1%	+$53.6K	1.18%	25
2021 Q3	$4.64M	Buy	92,576 +216	+0.2%	+$11.2K	1.07%	27
2021 Q2	$4.6M	Sell	92,360 -2,216	-2%	-$105K	1.02%	29
2021 Q1	$4.24M	Buy	94,576 +6,816	+8%	+$307K	1.03%	28
2020 Q4	$3.88M	Sell	87,760 -18,712	-18%	-$770K	1.05%	25
2020 Q3	$4.14M	Sell	106,472 -21,912	-17%	-$825K	1.18%	24
2020 Q2	$4.47M	Buy	128,384 +8,648	+7%	+$270K	1.42%	22
2020 Q1	$3.17M	Buy	119,736 +75,728	+172%	+$2.3M	1.18%	29
2019 Q4	$1.35M	Buy	44,008 +18,176	+70%	+$520K	0.46%	52
2019 Q3	$696K	Buy	+25,832	New	+$696K	0.27%	62
2014 Q2	–	Sell	-520	Closed	-$6K	–	217
2014 Q1	$6K	Hold	520	–	–	0.01%	223
2013 Q4	$6K	Buy	+520	New	+$5.51K	0.01%	228

Other funds holding VGT

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

Paradigm Financial Advisors increased its Vanguard Information Technology ETF (VGT) stake by 1.1% in Q4 2021, buying an estimated $53.6K and bringing the position to 93,552 shares worth $5.36M. The position accounts for 1.18% of the portfolio, ranked #25.

Paradigm Financial Advisors first reported a position in VGT in Q4 2013 and has held it in 12 quarters since. 1,223 funds tracked by Wall St. Rank hold VGT as of Q4 2021.

Paradigm Financial Advisors held 93,552 shares of Vanguard Information Technology ETF worth $5.36M as of Q4 2021.
Paradigm Financial Advisors bought 976 Vanguard Information Technology ETF shares in Q4 2021, an estimated $53.6K.
Vanguard Information Technology ETF made up 1.18% of Paradigm Financial Advisors's portfolio in Q4 2021, its #25 holding.
Paradigm Financial Advisors first reported a position in Vanguard Information Technology ETF in Q4 2013 and has held it in 12 quarters since.
1,223 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2021.

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