PFA
Paradigm Financial Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $455K | Sell |
3,394
-157
| -4% | -$21K | 0.1% | 127 |
|
|
2021
Q3 | $475K | Sell |
3,551
-992
| -22% | -$133K | 0.11% | 119 |
|
|
2021
Q2 | $620K | Buy |
4,543
+2,880
| +173% | +$393K | 0.14% | 107 |
|
|
2021
Q1 | $213K | Buy |
+1,663
| New | +$213K | 0.05% | 179 |
|
|
2020
Q3 | – | Sell |
-2,627
| Closed | -$254K | – | 143 |
|
|
2020
Q2 | $254K | Buy |
2,627
+18
| +0.7% | +$1.74K | 0.08% | 107 |
|
|
2020
Q1 | $204K | Buy |
2,609
+246
| +10% | +$19.2K | 0.08% | 103 |
|
|
2019
Q4 | $263K | Buy |
2,363
+164
| +7% | +$18.3K | 0.09% | 106 |
|
|
2019
Q3 | $224K | Sell |
2,199
-319
| -13% | -$32.5K | 0.09% | 108 |
|
|
2019
Q2 | $265K | Buy |
+2,518
| New | +$265K | 0.1% | 99 |
|
|
2014
Q2 | – | Sell |
-119
| Closed | -$13K | – | 221 |
|
|
2014
Q1 | $13K | Hold |
119
| – | – | 0.01% | 194 |
|
|
2013
Q4 | $12K | Buy |
+119
| New | +$12K | 0.01% | 208 |
|