PFA
Paradigm Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.01M | Buy |
6,897
+53
| +0.8% | +$23.1K | 0.67% | 39 |
|
|
2021
Q3 | $2.7M | Buy |
6,844
+124
| +2% | +$48.9K | 0.62% | 43 |
|
|
2021
Q2 | $2.64M | Buy |
6,720
+771
| +13% | +$303K | 0.59% | 46 |
|
|
2021
Q1 | $2.17M | Buy |
5,949
+192
| +3% | +$69.9K | 0.53% | 55 |
|
|
2020
Q4 | $1.98M | Sell |
5,757
-1,532
| -21% | -$527K | 0.54% | 46 |
|
|
2020
Q3 | $2.24M | Sell |
7,289
-1,991
| -21% | -$612K | 0.64% | 38 |
|
|
2020
Q2 | $2.63M | Sell |
9,280
-171
| -2% | -$48.5K | 0.84% | 39 |
|
|
2020
Q1 | $2.24M | Sell |
9,451
-162
| -2% | -$38.4K | 0.83% | 39 |
|
|
2019
Q4 | $2.84M | Buy |
9,613
+6
| +0.1% | +$1.78K | 0.98% | 33 |
|
|
2019
Q3 | $2.62M | Sell |
9,607
-2,802
| -23% | -$764K | 1.02% | 31 |
|
|
2019
Q2 | $3.34M | Sell |
12,409
-626
| -5% | -$168K | 1.23% | 28 |
|
|
2019
Q1 | $3.38M | Buy |
13,035
+711
| +6% | +$185K | 1.28% | 26 |
|
|
2018
Q4 | $2.83M | Buy |
12,324
+5,583
| +83% | +$1.28M | 1.26% | 26 |
|
|
2018
Q3 | $1.8M | Buy |
6,741
+84
| +1% | +$22.4K | 0.7% | 39 |
|
|
2018
Q2 | $1.66M | Buy |
6,657
+714
| +12% | +$178K | 0.71% | 39 |
|
|
2018
Q1 | $1.44M | Buy |
5,943
+119
| +2% | +$28.8K | 0.63% | 41 |
|
|
2017
Q4 | $1.43M | Sell |
5,824
-70
| -1% | -$17.2K | 0.65% | 40 |
|
|
2017
Q3 | $1.36M | Buy |
5,894
+146
| +3% | +$33.7K | 0.66% | 40 |
|
|
2017
Q2 | $1.28M | Buy |
5,748
+719
| +14% | +$160K | 0.65% | 41 |
|
|
2017
Q1 | $1.09M | Buy |
5,029
+960
| +24% | +$208K | 0.56% | 43 |
|
|
2016
Q4 | $835K | Buy |
4,069
+491
| +14% | +$101K | 0.46% | 47 |
|
|
2016
Q3 | $711K | Buy |
3,578
+42
| +1% | +$8.35K | 0.43% | 46 |
|
|
2016
Q2 | $679K | Buy |
3,536
+576
| +19% | +$111K | 0.41% | 47 |
|
|
2016
Q1 | $558K | Buy |
2,960
+9
| +0.3% | +$1.7K | 0.22% | 51 |
|
|
2015
Q4 | $551K | Sell |
2,951
-48
| -2% | -$8.96K | 0.35% | 52 |
|
|
2015
Q3 | $527K | Buy |
2,999
+286
| +11% | +$50.3K | 0.35% | 52 |
|
|
2015
Q2 | $512K | Sell |
2,713
-176
| -6% | -$33.2K | 0.39% | 49 |
|
|
2015
Q1 | $546K | Buy |
2,889
+882
| +44% | +$167K | 0.42% | 47 |
|
|
2014
Q4 | $378K | Buy |
2,007
+523
| +35% | +$98.5K | 0.31% | 63 |
|
|
2014
Q3 | $268K | Buy |
1,484
+2
| +0.1% | +$361 | 0.23% | 71 |
|
|
2014
Q2 | $265K | Buy |
1,482
+9
| +0.6% | +$1.61K | 0.23% | 72 |
|
|
2014
Q1 | $253K | Buy |
1,473
+74
| +5% | +$12.7K | 0.23% | 68 |
|
|
2013
Q4 | $237K | Buy |
+1,399
| New | +$237K | 0.23% | 72 |
|