PFA
Paradigm Financial Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.74M | Buy |
10,771
+67
| +0.6% | +$17.1K | 0.61% | 43 |
|
|
2021
Q3 | $2.53M | Sell |
10,704
-1,711
| -14% | -$404K | 0.58% | 45 |
|
|
2021
Q2 | $2.93M | Sell |
12,415
-254
| -2% | -$60K | 0.65% | 42 |
|
|
2021
Q1 | $2.72M | Sell |
12,669
-1,836
| -13% | -$394K | 0.66% | 43 |
|
|
2020
Q4 | $3.08M | Sell |
14,505
-3,131
| -18% | -$664K | 0.83% | 33 |
|
|
2020
Q3 | $3.18M | Buy |
17,636
+1,067
| +6% | +$192K | 0.9% | 30 |
|
|
2020
Q2 | $2.74M | Buy |
16,569
+1,615
| +11% | +$267K | 0.87% | 36 |
|
|
2020
Q1 | $1.89M | Buy |
14,954
+1,639
| +12% | +$208K | 0.7% | 45 |
|
|
2019
Q4 | $2.11M | Buy |
13,315
+55
| +0.4% | +$8.73K | 0.73% | 40 |
|
|
2019
Q3 | $1.96M | Sell |
13,260
-2,651
| -17% | -$393K | 0.77% | 39 |
|
|
2019
Q2 | $2.38M | Buy |
15,911
+1,583
| +11% | +$236K | 0.87% | 41 |
|
|
2019
Q1 | $2.05M | Sell |
14,328
-107
| -0.7% | -$15.3K | 0.78% | 42 |
|
|
2018
Q4 | $1.73M | Sell |
14,435
-260
| -2% | -$31.1K | 0.77% | 38 |
|
|
2018
Q3 | $2.09M | Sell |
14,695
-346
| -2% | -$49.3K | 0.82% | 36 |
|
|
2018
Q2 | $2.02M | Sell |
15,041
-432
| -3% | -$58K | 0.86% | 37 |
|
|
2018
Q1 | $2.01M | Sell |
15,473
-235
| -1% | -$30.5K | 0.87% | 34 |
|
|
2017
Q4 | $2.01M | Buy |
15,708
+120
| +0.8% | +$15.3K | 0.91% | 34 |
|
|
2017
Q3 | $1.9M | Buy |
15,588
+259
| +2% | +$31.5K | 0.92% | 36 |
|
|
2017
Q2 | $1.8M | Buy |
15,329
+198
| +1% | +$23.3K | 0.91% | 35 |
|
|
2017
Q1 | $1.71M | Sell |
15,131
-780
| -5% | -$88.1K | 0.88% | 34 |
|
|
2016
Q4 | $1.68M | Buy |
15,911
+19
| +0.1% | +$2.01K | 0.92% | 33 |
|
|
2016
Q3 | $1.69M | Sell |
15,892
-131
| -0.8% | -$13.9K | 1.01% | 33 |
|
|
2016
Q2 | $1.63M | Buy |
16,023
+35
| +0.2% | +$3.57K | 0.99% | 32 |
|
|
2016
Q1 | $1.6M | Sell |
15,988
-595
| -4% | -$59.6K | 0.62% | 32 |
|
|
2015
Q4 | $1.65M | Sell |
16,583
-330
| -2% | -$32.9K | 1.04% | 31 |
|
|
2015
Q3 | $1.65M | Buy |
16,913
+4,706
| +39% | +$458K | 1.08% | 32 |
|
|
2015
Q2 | $1.3M | Buy |
12,207
+635
| +5% | +$67.6K | 0.98% | 33 |
|
|
2015
Q1 | $1.25M | Sell |
11,572
-341
| -3% | -$36.8K | 0.97% | 33 |
|
|
2014
Q4 | $1.21M | Sell |
11,913
-88
| -0.7% | -$8.94K | 0.98% | 29 |
|
|
2014
Q3 | $1.16M | Sell |
12,001
-103
| -0.9% | -$9.91K | 0.99% | 34 |
|
|
2014
Q2 | $1.17M | Sell |
12,104
-1,003
| -8% | -$96.6K | 0.99% | 31 |
|
|
2014
Q1 | $1.21M | Sell |
13,107
-13
| -0.1% | -$1.2K | 1.12% | 29 |
|
|
2013
Q4 | $1.18M | Buy |
+13,120
| New | +$1.18M | 1.16% | 28 |
|