LRPA
L. Roy Papp & Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,662
| Closed | -$204K | – | 164 |
|
|
2022
Q2 | $204K | Sell |
2,662
-860
| -24% | -$65.9K | 0.03% | 167 |
|
|
2022
Q1 | $274K | Sell |
3,522
-325
| -8% | -$25.3K | 0.03% | 155 |
|
|
2021
Q4 | $311K | Sell |
3,847
-100
| -3% | -$8.08K | 0.04% | 155 |
|
|
2021
Q3 | $323K | Hold |
3,947
| – | – | 0.04% | 153 |
|
|
2021
Q2 | $324K | Sell |
3,947
-5,489
| -58% | -$451K | 0.04% | 153 |
|
|
2021
Q1 | $776K | Sell |
9,436
-652,885
| -99% | -$53.7M | 0.11% | 104 |
|
|
2020
Q4 | $54.9M | Buy |
662,321
+96,422
| +17% | +$7.99M | 6.32% | 1 |
|
|
2020
Q3 | $47M | Buy |
565,899
+298,124
| +111% | +$24.8M | 6.04% | 1 |
|
|
2020
Q2 | $22.3M | Buy |
267,775
+245,730
| +1,115% | +$20.4M | 3.15% | 8 |
|
|
2020
Q1 | $1.81M | Buy |
22,045
+2,369
| +12% | +$195K | 0.33% | 60 |
|
|
2019
Q4 | $1.59M | Buy |
19,676
+301
| +2% | +$24.3K | 0.23% | 79 |
|
|
2019
Q3 | $1.57M | Buy |
19,375
+2,673
| +16% | +$216K | 0.25% | 81 |
|
|
2019
Q2 | $1.35M | Buy |
+16,702
| New | +$1.35M | 0.21% | 84 |
|