Vanguard S&p 500 shares owned by Paradigm Financial Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 shares owned by Paradigm Financial Advisors
from 13F filings
Historical chart of Paradigm Financial Advisors investment in Vanguard S&p 500
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Quarterly reported holdings in Vanguard S&p 500 by Paradigm Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $3.0M | 6.9k | 436.57 |
| 2021-09-30 | $2.7M | 6.8k | 394.36 |
| 2021-06-30 | $2.6M | 6.7k | 393.45 |
| 2021-03-31 | $2.2M | 5.9k | 364.26 |
| 2020-12-31 | $2.0M | 5.8k | 343.76 |
| 2020-09-30 | $2.2M | 7.3k | 307.59 |
| 2020-06-30 | $2.6M | 9.3k | 283.41 |
| 2020-03-31 | $2.2M | 9.5k | 236.80 |
| 2019-12-31 | $2.8M | 9.6k | 295.85 |
| 2019-09-30 | $2.6M | 9.6k | 272.61 |
| 2019-06-30 | $3.3M | 12k | 269.16 |
| 2019-03-31 | $3.4M | 13k | 259.53 |
| 2018-12-31 | $2.8M | 12k | 229.80 |
| 2018-09-30 | $1.8M | 6.7k | 267.02 |
| 2018-06-30 | $1.7M | 6.7k | 249.51 |
| 2018-03-31 | $1.4M | 5.9k | 241.97 |
| 2017-12-31 | $1.4M | 5.8k | 245.19 |
| 2017-09-30 | $1.4M | 5.9k | 230.74 |
| 2017-06-30 | $1.3M | 5.7k | 221.99 |
| 2017-03-31 | $1.1M | 5.0k | 216.35 |
| 2016-12-31 | $835k | 4.1k | 205.21 |
| 2016-09-30 | $711k | 3.6k | 198.71 |
| 2016-06-30 | $679k | 3.5k | 192.02 |
| 2016-03-31 | $558k | 3.0k | 188.51 |
| 2015-12-31 | $551k | 3.0k | 186.72 |
| 2015-09-30 | $527k | 3.0k | 175.73 |
| 2015-06-30 | $512k | 2.7k | 188.72 |
| 2015-03-31 | $546k | 2.9k | 188.99 |
| 2014-12-31 | $378k | 2.0k | 188.34 |
| 2014-09-30 | $268k | 1.5k | 180.59 |
| 2014-06-30 | $265k | 1.5k | 178.81 |
| 2014-03-31 | $253k | 1.5k | 171.76 |
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