Number of Shares
89,938.00
Current Holdings Value*
$13.23 Mil
% of Portfolio
2.97%
Total Estimate Gain
$6.60 Mil
% of Total Estimate Gain
45.38%

Paradigm Financial Advisors, LLC's Vanguard Value ETF Holding Summary

As of 2021-12-31, Paradigm Financial Advisors, LLC held 89,938.00 shares of Vanguard Value ETF(VTV), totaling $13.23 Mil. This investment constitutes 2.97% of their stock portfolio, and Paradigm Financial Advisors, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2014Q1. And since then Paradigm Financial Advisors, LLC has made 17 purchases of VTV, at an average price of $104.82, for a total of 138,830.00 shares. In addition, there have been 7 sales at an average price of $102.29 for 48,892.00 shares. Based on historical transaction data and VTV's current price of $179.63, Paradigm Financial Advisors, LLC's estimated gain on his VTV holdings is $6.60 Mil, reflecting a 45.38% gain to date.

Paradigm Financial Advisors, LLC VTV ($179.63) Holding Chart

Paradigm Financial Advisors, LLC VTV ($179.63) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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