PFA
Paradigm Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.35M | Buy |
27,377
+2,826
| +12% | +$140K | 0.3% | 65 |
|
|
2021
Q3 | $1.23M | Buy |
24,551
+4,742
| +24% | +$237K | 0.28% | 71 |
|
|
2021
Q2 | $1.08M | Buy |
19,809
+5,318
| +37% | +$289K | 0.24% | 83 |
|
|
2021
Q1 | $754K | Buy |
14,491
+456
| +3% | +$23.7K | 0.18% | 96 |
|
|
2020
Q4 | $703K | Sell |
14,035
-7,321
| -34% | -$367K | 0.19% | 82 |
|
|
2020
Q3 | $923K | Sell |
21,356
-24,069
| -53% | -$1.04M | 0.26% | 60 |
|
|
2020
Q2 | $1.8M | Sell |
45,425
-7,333
| -14% | -$290K | 0.57% | 47 |
|
|
2020
Q1 | $1.77M | Buy |
52,758
+6,532
| +14% | +$219K | 0.66% | 47 |
|
|
2019
Q4 | $2.06M | Buy |
46,226
+1,588
| +4% | +$70.6K | 0.71% | 41 |
|
|
2019
Q3 | $1.8M | Sell |
44,638
-6,030
| -12% | -$243K | 0.7% | 44 |
|
|
2019
Q2 | $2.16M | Sell |
50,668
-1,732
| -3% | -$73.7K | 0.79% | 43 |
|
|
2019
Q1 | $2.23M | Buy |
52,400
+98
| +0.2% | +$4.17K | 0.84% | 40 |
|
|
2018
Q4 | $1.99M | Buy |
52,302
+2,404
| +5% | +$91.6K | 0.89% | 36 |
|
|
2018
Q3 | $2.05M | Sell |
49,898
-1,066
| -2% | -$43.7K | 0.8% | 37 |
|
|
2018
Q2 | $2.15M | Sell |
50,964
-2,114
| -4% | -$89.2K | 0.92% | 35 |
|
|
2018
Q1 | $2.49M | Buy |
53,078
+1,449
| +3% | +$68.1K | 1.09% | 29 |
|
|
2017
Q4 | $2.37M | Sell |
51,629
-382
| -0.7% | -$17.5K | 1.07% | 31 |
|
|
2017
Q3 | $2.27M | Sell |
52,011
-1,211
| -2% | -$52.8K | 1.09% | 32 |
|
|
2017
Q2 | $2.17M | Sell |
53,222
-4,019
| -7% | -$164K | 1.1% | 31 |
|
|
2017
Q1 | $2.27M | Sell |
57,241
-189
| -0.3% | -$7.51K | 1.17% | 29 |
|
|
2016
Q4 | $2.05M | Sell |
57,430
-4,787
| -8% | -$171K | 1.12% | 30 |
|
|
2016
Q3 | $2.34M | Sell |
62,217
-8,115
| -12% | -$305K | 1.4% | 27 |
|
|
2016
Q2 | $2.48M | Sell |
70,332
-21,605
| -23% | -$761K | 1.5% | 25 |
|
|
2016
Q1 | $3.18M | Sell |
91,937
-17,943
| -16% | -$620K | 1.23% | 19 |
|
|
2015
Q4 | $3.59M | Buy |
109,880
+1,468
| +1% | +$48K | 2.26% | 20 |
|
|
2015
Q3 | $3.59M | Buy |
108,412
+16,223
| +18% | +$537K | 2.36% | 19 |
|
|
2015
Q2 | $3.77M | Buy |
92,189
+4,895
| +6% | +$200K | 2.84% | 12 |
|
|
2015
Q1 | $3.57M | Buy |
87,294
+2,763
| +3% | +$113K | 2.76% | 12 |
|
|
2014
Q4 | $3.38M | Buy |
84,531
+2,555
| +3% | +$102K | 2.75% | 12 |
|
|
2014
Q3 | $3.42M | Buy |
81,976
+6,570
| +9% | +$274K | 2.92% | 10 |
|
|
2014
Q2 | $3.25M | Buy |
75,406
+6,773
| +10% | +$292K | 2.77% | 10 |
|
|
2014
Q1 | $2.79M | Buy |
68,633
+7,323
| +12% | +$297K | 2.56% | 11 |
|
|
2013
Q4 | $2.52M | Buy |
+61,310
| New | +$2.52M | 2.47% | 12 |
|