SEC 13F Intelligence

Paradigm Financial Advisors, LLC / VGSH

Paradigm Financial Advisors, LLC’s Vanguard Scottsdale Fds Position

Does Paradigm Financial Advisors, LLC own Vanguard Scottsdale Fds (VGSH)? Yes — 109.6K shares worth $7M (+1.47% of its 13F portfolio) as of Q4 2021, up from 109.3K shares the prior filed quarter.

Position Value
$7M
Q4 2021
Shares
109.6K
% of Portfolio
+1.47%
Quarters Held
6
currently held

Position History VGSH

Reported value by quarter
Q3 ’20: $16MQ3 ’20Q4 ’20: $11MQ4 ’20Q1 ’21: $7MQ1 ’21Q2 ’21: $7MQ2 ’21Q3 ’21: $7MQ3 ’21Q4 ’21: $7MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2021109.6K$7M+1.47%
Q3 2021109.3K$7M+1.55%
Q2 2021114.7K$7M+1.57%
Q1 2021119.8K$7M+1.79%
Q4 2020179.3K$11M+2.99%
Q3 2020257.2K$16M+4.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Paradigm Financial Advisors, LLC’s full portfolio or all institutional holders of VGSH.