PFA
Paradigm Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $8.22M | Buy |
32,279
+2,034
| +7% | +$518K | 1.82% | 14 |
|
|
2021
Q3 | $7.16M | Buy |
30,245
+749
| +3% | +$177K | 1.65% | 16 |
|
|
2021
Q2 | $7M | Sell |
29,496
-1,815
| -6% | -$431K | 1.56% | 19 |
|
|
2021
Q1 | $6.93M | Sell |
31,311
-1,438
| -4% | -$318K | 1.68% | 17 |
|
|
2020
Q4 | $6.77M | Sell |
32,749
-5,055
| -13% | -$1.05M | 1.83% | 16 |
|
|
2020
Q3 | $6.66M | Sell |
37,804
-31,837
| -46% | -$5.61M | 1.89% | 15 |
|
|
2020
Q2 | $11.4M | Sell |
69,641
-4,713
| -6% | -$773K | 3.63% | 6 |
|
|
2020
Q1 | $9.79M | Buy |
74,354
+851
| +1% | +$112K | 3.64% | 3 |
|
|
2019
Q4 | $13.1M | Buy |
73,503
+1,408
| +2% | +$251K | 4.5% | 4 |
|
|
2019
Q3 | $12.1M | Sell |
72,095
-4,663
| -6% | -$782K | 4.72% | 3 |
|
|
2019
Q2 | $12.8M | Buy |
76,758
+1,563
| +2% | +$261K | 4.72% | 3 |
|
|
2019
Q1 | $12.1M | Buy |
75,195
+2,125
| +3% | +$342K | 4.58% | 4 |
|
|
2018
Q4 | $10.1M | Buy |
73,070
+2,190
| +3% | +$303K | 4.5% | 3 |
|
|
2018
Q3 | $11.6M | Buy |
70,880
+600
| +0.9% | +$98.5K | 4.55% | 4 |
|
|
2018
Q2 | $11.1M | Buy |
70,280
+830
| +1% | +$131K | 4.72% | 4 |
|
|
2018
Q1 | $10.7M | Buy |
69,450
+1,683
| +2% | +$260K | 4.67% | 4 |
|
|
2017
Q4 | $10.5M | Buy |
67,767
+3,054
| +5% | +$473K | 4.76% | 4 |
|
|
2017
Q3 | $9.51M | Buy |
64,713
+2,751
| +4% | +$404K | 4.6% | 4 |
|
|
2017
Q2 | $8.83M | Buy |
61,962
+3,285
| +6% | +$468K | 4.47% | 4 |
|
|
2017
Q1 | $8.17M | Buy |
58,677
+1,765
| +3% | +$246K | 4.19% | 4 |
|
|
2016
Q4 | $7.49M | Buy |
56,912
+688
| +1% | +$90.6K | 4.09% | 3 |
|
|
2016
Q3 | $7.28M | Buy |
56,224
+1,205
| +2% | +$156K | 4.36% | 3 |
|
|
2016
Q2 | $6.8M | Buy |
55,019
+3,961
| +8% | +$490K | 4.12% | 4 |
|
|
2016
Q1 | $6.19M | Buy |
51,058
+6,963
| +16% | +$844K | 2.4% | 4 |
|
|
2015
Q4 | $5.3M | Buy |
44,095
+2,409
| +6% | +$289K | 3.33% | 7 |
|
|
2015
Q3 | $4.86M | Buy |
41,686
+2,507
| +6% | +$292K | 3.2% | 7 |
|
|
2015
Q2 | $4.99M | Buy |
39,179
+2,807
| +8% | +$358K | 3.76% | 3 |
|
|
2015
Q1 | $4.83M | Buy |
36,372
+2,117
| +6% | +$281K | 3.73% | 4 |
|
|
2014
Q4 | $4.23M | Buy |
34,255
+825
| +2% | +$102K | 3.44% | 7 |
|
|
2014
Q3 | $3.92M | Sell |
33,430
-728
| -2% | -$85.4K | 3.35% | 7 |
|
|
2014
Q2 | $4.05M | Buy |
34,158
+3,112
| +10% | +$369K | 3.46% | 5 |
|
|
2014
Q1 | $3.53M | Buy |
31,046
+1,764
| +6% | +$200K | 3.25% | 7 |
|
|
2013
Q4 | $3.22M | Buy |
+29,282
| New | +$3.22M | 3.16% | 6 |
|