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Paradigm Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Paradigm Financial Advisors’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$1.35M Buy
27,377
+2,826
+12% +$143K 0.3% 65
2021
Q3 		$1.23M Buy
24,551
+4,742
+24% +$245K 0.28% 71
2021
Q2 		$1.08M Buy
19,809
+5,318
+37% +$283K 0.24% 83
2021
Q1 		$754K Buy
14,491
+456
+3% +$24.3K 0.18% 96
2020
Q4 		$703K Sell
14,035
-7,321
-34% -$344K 0.19% 82
2020
Q3 		$923K Sell
21,356
-24,069
-53% -$1.05M 0.26% 60
2020
Q2 		$1.8M Sell
45,425
-7,333
-14% -$271K 0.57% 47
2020
Q1 		$1.77M Buy
52,758
+6,532
+14% +$266K 0.66% 47
2019
Q4 		$2.06M Buy
46,226
+1,588
+4% +$67.3K 0.71% 42
2019
Q3 		$1.8M Sell
44,638
-6,030
-12% -$249K 0.7% 45
2019
Q2 		$2.15M Sell
50,668
-1,732
-3% -$72.9K 0.79% 43
2019
Q1 		$2.23M Buy
52,400
+98
+0.2% +$4.04K 0.84% 41
2018
Q4 		$1.99M Buy
52,302
+2,404
+5% +$93.1K 0.89% 37
2018
Q3 		$2.04M Sell
49,898
-1,066
-2% -$44.8K 0.8% 38
2018
Q2 		$2.15M Sell
50,964
-2,114
-4% -$95.5K 0.92% 35
2018
Q1 		$2.49M Buy
53,078
+1,449
+3% +$69.5K 1.09% 29
2017
Q4 		$2.37M Sell
51,629
-382
-0.7% -$17.1K 1.07% 31
2017
Q3 		$2.27M Sell
52,011
-1,211
-2% -$52.4K 1.09% 32
2017
Q2 		$2.17M Sell
53,222
-4,019
-7% -$163K 1.1% 31
2017
Q1 		$2.27M Sell
57,241
-189
-0.3% -$7.29K 1.17% 29
2016
Q4 		$2.05M Sell
57,430
-4,787
-8% -$175K 1.12% 30
2016
Q3 		$2.34M Sell
62,217
-8,115
-12% -$302K 1.4% 27
2016
Q2 		$2.48M Sell
70,332
-21,605
-23% -$738K 1.5% 25
2016
Q1 		$3.18M Sell
91,937
-17,943
-16% -$563K 1.23% 19
2015
Q4 		$3.59M Buy
109,880
+1,468
+1% +$50.5K 2.26% 20
2015
Q3 		$3.59M Buy
108,412
+16,223
+18% +$589K 2.36% 19
2015
Q2 		$3.77M Buy
92,189
+4,895
+6% +$210K 2.84% 12
2015
Q1 		$3.57M Buy
87,294
+2,763
+3% +$112K 2.76% 12
2014
Q4 		$3.38M Buy
84,531
+2,555
+3% +$105K 2.75% 12
2014
Q3 		$3.42M Buy
81,976
+6,570
+9% +$292K 2.92% 10
2014
Q2 		$3.25M Buy
75,406
+6,773
+10% +$285K 2.77% 10
2014
Q1 		$2.79M Buy
68,633
+7,323
+12% +$284K 2.56% 11
2013
Q4 		$2.52M Buy
+61,310
New +$2.53M 2.47% 12

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Paradigm Financial Advisors's VWO Position: Q4 2021 in Review

Paradigm Financial Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 12% in Q4 2021, buying an estimated $143K and bringing the position to 27,377 shares worth $1.35M. The position accounts for 0.3% of the portfolio, ranked #65.

Paradigm Financial Advisors first reported a position in VWO in Q4 2013 and has held it in 33 quarters since. The position peaked at $3.77M in Q2 2015. 1,919 funds tracked by Wall St. Rank hold VWO as of Q4 2021.

  • Paradigm Financial Advisors held 27,377 shares of Vanguard FTSE Emerging Markets ETF worth $1.35M as of Q4 2021.
  • Paradigm Financial Advisors bought 2,826 Vanguard FTSE Emerging Markets ETF shares in Q4 2021, an estimated $143K.
  • Vanguard FTSE Emerging Markets ETF made up 0.3% of Paradigm Financial Advisors's portfolio in Q4 2021, its #65 holding.
  • Paradigm Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2013 and has held it in 33 quarters since.
  • Paradigm Financial Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $3.77M in Q2 2015.
  • 1,919 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.