Paradigm Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $8.22M | Buy |
129,116
+8,136
| +7% | +$510K | 1.82% | 14 |
|
|
2021
Q3 | $7.16M | Buy |
120,980
+2,996
| +3% | +$181K | 1.65% | 16 |
|
|
2021
Q2 | $7M | Sell |
117,984
-7,260
| -6% | -$421K | 1.56% | 19 |
|
|
2021
Q1 | $6.93M | Sell |
125,244
-5,752
| -4% | -$312K | 1.68% | 17 |
|
|
2020
Q4 | $6.77M | Sell |
130,996
-20,220
| -13% | -$979K | 1.83% | 16 |
|
|
2020
Q3 | $6.66M | Sell |
151,216
-127,348
| -46% | -$5.55M | 1.89% | 15 |
|
|
2020
Q2 | $11.4M | Sell |
278,564
-18,852
| -6% | -$722K | 3.63% | 6 |
|
|
2020
Q1 | $9.79M | Buy |
297,416
+3,404
| +1% | +$141K | 3.64% | 3 |
|
|
2019
Q4 | $13.1M | Buy |
294,012
+5,632
| +2% | +$242K | 4.5% | 4 |
|
|
2019
Q3 | $12.1M | Sell |
288,380
-18,652
| -6% | -$779K | 4.72% | 3 |
|
|
2019
Q2 | $12.8M | Buy |
307,032
+6,252
| +2% | +$256K | 4.72% | 3 |
|
|
2019
Q1 | $12.1M | Buy |
300,780
+8,500
| +3% | +$327K | 4.58% | 4 |
|
|
2018
Q4 | $10.1M | Buy |
292,280
+8,760
| +3% | +$329K | 4.5% | 3 |
|
|
2018
Q3 | $11.6M | Buy |
283,520
+2,400
| +0.9% | +$97.9K | 4.55% | 4 |
|
|
2018
Q2 | $11.1M | Buy |
281,120
+3,320
| +1% | +$130K | 4.72% | 4 |
|
|
2018
Q1 | $10.7M | Buy |
277,800
+6,732
| +2% | +$265K | 4.67% | 4 |
|
|
2017
Q4 | $10.5M | Buy |
271,068
+12,216
| +5% | +$461K | 4.76% | 4 |
|
|
2017
Q3 | $9.51M | Buy |
258,852
+11,004
| +4% | +$397K | 4.6% | 4 |
|
|
2017
Q2 | $8.83M | Buy |
247,848
+13,140
| +6% | +$464K | 4.47% | 4 |
|
|
2017
Q1 | $8.17M | Buy |
234,708
+7,060
| +3% | +$243K | 4.19% | 4 |
|
|
2016
Q4 | $7.49M | Buy |
227,648
+2,752
| +1% | +$89.1K | 4.09% | 3 |
|
|
2016
Q3 | $7.28M | Buy |
224,896
+4,820
| +2% | +$155K | 4.36% | 3 |
|
|
2016
Q2 | $6.8M | Buy |
220,076
+15,844
| +8% | +$484K | 4.12% | 4 |
|
|
2016
Q1 | $6.19M | Buy |
204,232
+27,852
| +16% | +$788K | 2.4% | 4 |
|
|
2015
Q4 | $5.3M | Buy |
176,380
+9,636
| +6% | +$294K | 3.33% | 7 |
|
|
2015
Q3 | $4.86M | Buy |
166,744
+10,028
| +6% | +$313K | 3.2% | 7 |
|
|
2015
Q2 | $4.99M | Buy |
156,716
+11,228
| +8% | +$364K | 3.76% | 3 |
|
|
2015
Q1 | $4.83M | Buy |
145,488
+8,468
| +6% | +$266K | 3.73% | 4 |
|
|
2014
Q4 | $4.23M | Buy |
137,020
+3,300
| +2% | +$99.5K | 3.44% | 7 |
|
|
2014
Q3 | $3.92M | Sell |
133,720
-2,912
| -2% | -$86.4K | 3.35% | 7 |
|
|
2014
Q2 | $4.05M | Buy |
136,632
+12,448
| +10% | +$355K | 3.46% | 5 |
|
|
2014
Q1 | $3.53M | Buy |
124,184
+7,056
| +6% | +$196K | 3.25% | 7 |
|
|
2013
Q4 | $3.22M | Buy |
+117,128
| New | +$3.12M | 3.16% | 6 |
|
Other funds holding VO
RJA
Paradigm Financial Advisors's VO Position: Q4 2021 in Review
Paradigm Financial Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 6.7% in Q4 2021, buying an estimated $510K and bringing the position to 129,116 shares worth $8.22M. The position accounts for 1.82% of the portfolio, ranked #14.
Paradigm Financial Advisors first reported a position in VO in Q4 2013 and has held it in 33 quarters since. The position peaked at $13.1M in Q4 2019. 1,577 funds tracked by Wall St. Rank hold VO as of Q4 2021.
- Paradigm Financial Advisors held 129,116 shares of Vanguard Mid-Cap ETF worth $8.22M as of Q4 2021.
- Paradigm Financial Advisors bought 8,136 Vanguard Mid-Cap ETF shares in Q4 2021, an estimated $510K.
- Vanguard Mid-Cap ETF made up 1.82% of Paradigm Financial Advisors's portfolio in Q4 2021, its #14 holding.
- Paradigm Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2013 and has held it in 33 quarters since.
- Paradigm Financial Advisors's Vanguard Mid-Cap ETF position peaked at $13.1M in Q4 2019.
- 1,577 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2021.
Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.