PFA
Paradigm Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,398
| Closed | -$238K | – | 164 |
|
|
2020
Q3 | $238K | Sell |
1,398
-437
| -24% | -$74.4K | 0.07% | 113 |
|
|
2020
Q2 | $287K | Buy |
1,835
+6
| +0.3% | +$938 | 0.09% | 96 |
|
|
2020
Q1 | $236K | Buy |
1,829
+88
| +5% | +$11.4K | 0.09% | 94 |
|
|
2019
Q4 | $285K | Sell |
1,741
-161
| -8% | -$26.4K | 0.1% | 101 |
|
|
2019
Q3 | $287K | Sell |
1,902
-1,077
| -36% | -$163K | 0.11% | 94 |
|
|
2019
Q2 | $447K | Buy |
2,979
+48
| +2% | +$7.2K | 0.16% | 79 |
|
|
2019
Q1 | $424K | Buy |
2,931
+180
| +7% | +$26K | 0.16% | 76 |
|
|
2018
Q4 | $351K | Buy |
2,751
+1,130
| +70% | +$144K | 0.16% | 79 |
|
|
2018
Q3 | $242K | Buy |
1,621
+139
| +9% | +$20.8K | 0.09% | 102 |
|
|
2018
Q2 | $208K | Buy |
+1,482
| New | +$208K | 0.09% | 101 |
|
|
2014
Q2 | – | Sell |
-495
| Closed | -$48K | – | 223 |
|
|
2014
Q1 | $48K | Hold |
495
| – | – | 0.04% | 120 |
|
|
2013
Q4 | $48K | Buy |
+495
| New | +$48K | 0.05% | 137 |
|