SEC 13F Intelligence

Paradigm Financial Advisors, LLC / VGT

Paradigm Financial Advisors, LLC’s Vanguard World Fd Position

Does Paradigm Financial Advisors, LLC own Vanguard World Fd (VGT)? Yes — 11.7K shares worth $5M (+1.18% of its 13F portfolio) as of Q4 2021, up from 11.6K shares the prior filed quarter.

Position Value
$5M
Q4 2021
Shares
11.7K
% of Portfolio
+1.18%
Quarters Held
10
currently held

Position History VGT

Reported value by quarter
Q3 ’19: $696,000Q3 ’19Q4 ’19: $1MQ1 ’20: $3MQ1 ’20Q2 ’20: $4MQ3 ’20: $4MQ3 ’20Q4 ’20: $4MQ1 ’21: $4MQ1 ’21Q2 ’21: $5MQ3 ’21: $5MQ3 ’21Q4 ’21: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202111.7K$5M+1.18%
Q3 202111.6K$5M+1.07%
Q2 202111.5K$5M+1.02%
Q1 202111.8K$4M+1.03%
Q4 202011.0K$4M+1.05%
Q3 202013.3K$4M+1.18%
Q2 202016.0K$4M+1.42%
Q1 202015.0K$3M+1.18%
Q4 20195.5K$1M+0.46%
Q3 20193.2K$696,000+0.27%

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 VGT.