Paradigm Financial Advisors’s Vanguard Health Care ETF VHT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$1.99M	Buy	7,453 +252	+3%	+$64.3K	0.44%	54
2021 Q3	$1.78M	Sell	7,201 -11	-0.2%	-$2.82K	0.41%	55
2021 Q2	$1.78M	Buy	7,212 +177	+3%	+$42.3K	0.4%	55
2021 Q1	$1.61M	Sell	7,035 -27	-0.4%	-$6.19K	0.39%	60
2020 Q4	$1.58M	Sell	7,062 -715	-9%	-$153K	0.43%	53
2020 Q3	$1.59M	Sell	7,777 -7,366	-49%	-$1.49M	0.45%	45
2020 Q2	$2.92M	Buy	15,143 +190	+1%	+$35.7K	0.93%	34
2020 Q1	$2.48M	Sell	14,953 -336	-2%	-$61.4K	0.92%	37
2019 Q4	$2.93M	Buy	15,289 +367	+2%	+$65.8K	1.01%	31
2019 Q3	$2.5M	Buy	14,922 +98	+0.7%	+$16.8K	0.98%	34
2019 Q2	$2.58M	Sell	14,824 -23	-0.2%	-$3.88K	0.95%	36
2019 Q1	$2.56M	Buy	14,847 +177	+1%	+$30K	0.97%	37
2018 Q4	$2.36M	Sell	14,670 -229	-2%	-$38.8K	1.05%	32
2018 Q3	$2.69M	Sell	14,899 -1,091	-7%	-$188K	1.05%	32
2018 Q2	$2.54M	Sell	15,990 -247	-2%	-$38.9K	1.09%	32
2018 Q1	$2.49M	Sell	16,237 -1,637	-9%	-$261K	1.09%	30
2017 Q4	$2.75M	Sell	17,874 -879	-5%	-$135K	1.25%	29
2017 Q3	$2.85M	Buy	18,753 +78	+0.4%	+$11.6K	1.38%	28
2017 Q2	$2.75M	Sell	18,675 -828	-4%	-$117K	1.39%	24
2017 Q1	$2.69M	Buy	19,503 +799	+4%	+$108K	1.38%	23
2016 Q4	$2.37M	Sell	18,704 -15	-0.1%	-$1.92K	1.3%	27
2016 Q3	$2.49M	Sell	18,719 -675	-3%	-$91K	1.49%	24
2016 Q2	$2.53M	Buy	19,394 +855	+5%	+$110K	1.53%	23
2016 Q1	$2.29M	Buy	18,539 +810	+5%	+$98.5K	0.89%	26
2015 Q4	$2.35M	Buy	17,729 +1,866	+12%	+$243K	1.48%	26
2015 Q3	$1.94M	Buy	15,863 +3,344	+27%	+$459K	1.28%	26
2015 Q2	$1.75M	Buy	12,519 +1,515	+14%	+$209K	1.32%	25
2015 Q1	$1.49M	Buy	11,004 +1,386	+14%	+$183K	1.15%	29
2014 Q4	$1.21M	Buy	9,618 +6,553	+214%	+$805K	0.98%	30
2014 Q3	$358K	Sell	3,065 -219	-7%	-$25.1K	0.31%	63
2014 Q2	$366K	Buy	3,284 +2,390	+267%	+$256K	0.31%	61
2014 Q1	$96K	Buy	894 +719	+411%	+$76.1K	0.09%	96
2013 Q4	$18K	Buy	+175	New	+$17.2K	0.02%	190

Other funds holding VHT

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

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

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ETC

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Paradigm Financial Advisors increased its Vanguard Health Care ETF (VHT) stake by 3.5% in Q4 2021, buying an estimated $64.3K and bringing the position to 7,453 shares worth $1.99M. The position accounts for 0.44% of the portfolio, ranked #54.

Paradigm Financial Advisors first reported a position in VHT in Q4 2013 and has held it in 33 quarters since. The position peaked at $2.93M in Q4 2019. 868 funds tracked by Wall St. Rank hold VHT as of Q4 2021.

Paradigm Financial Advisors held 7,453 shares of Vanguard Health Care ETF worth $1.99M as of Q4 2021.
Paradigm Financial Advisors bought 252 Vanguard Health Care ETF shares in Q4 2021, an estimated $64.3K.
Vanguard Health Care ETF made up 0.44% of Paradigm Financial Advisors's portfolio in Q4 2021, its #54 holding.
Paradigm Financial Advisors first reported a position in Vanguard Health Care ETF in Q4 2013 and has held it in 33 quarters since.
Paradigm Financial Advisors's Vanguard Health Care ETF position peaked at $2.93M in Q4 2019.
868 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2021.

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