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Paradigm Financial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Paradigm Financial Advisors’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-204
Closed -$12K – 222
2014
Q1 		$12K Buy
+204
New +$12K 0.01% 198

Other funds holding VT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WRTC
Wind River Trust Company Jackson, Wyoming $265M AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Paradigm Financial Advisors's VT Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of Vanguard Total World Stock ETF (VT) in Q2 2014, closing a stake of 204 shares — an estimated $12K sold.

Paradigm Financial Advisors first reported a position in VT in Q1 2014 and held it in 1 quarter. The position peaked at $12K in Q1 2014. 148 funds tracked by Wall St. Rank hold VT as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining Vanguard Total World Stock ETF position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 204 Vanguard Total World Stock ETF shares in Q2 2014, an estimated $12K.
  • Paradigm Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2014 and held it in 1 quarter.
  • Paradigm Financial Advisors's Vanguard Total World Stock ETF position peaked at $12K in Q1 2014.
  • 148 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.