L. Roy Papp & Associates’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $329K | Sell |
1,257
-30
| -2% | -$8.12K | 0.04% | 149 |
|
|
2025
Q4 | $332K | Buy |
1,287
+27
| +2% | +$6.92K | 0.04% | 150 |
|
|
2025
Q3 | $320K | Sell |
1,260
-197
| -14% | -$48.9K | 0.04% | 152 |
|
|
2025
Q2 | $345K | Buy |
1,457
+1
| +0.1% | +$223 | 0.04% | 146 |
|
|
2025
Q1 | $323K | Hold |
1,456
| – | – | 0.04% | 146 |
|
|
2024
Q4 | $350K | Buy |
1,456
+1
| +0.1% | +$246 | 0.04% | 144 |
|
|
2024
Q3 | $345K | Hold |
1,455
| – | – | 0.04% | 140 |
|
|
2024
Q2 | $317K | Hold |
1,455
| – | – | 0.04% | 140 |
|
|
2024
Q1 | $333K | Buy |
1,455
+201
| +16% | +$43.2K | 0.04% | 140 |
|
|
2023
Q4 | $268K | Hold |
1,254
| – | – | 0.03% | 153 |
|
|
2023
Q3 | $237K | Buy |
1,254
+1
| +0.1% | +$199 | 0.03% | 156 |
|
|
2023
Q2 | $249K | Hold |
1,253
| – | – | 0.03% | 156 |
|
|
2023
Q1 | $237K | Buy |
1,253
+1
| +0.1% | +$194 | 0.03% | 159 |
|
|
2022
Q4 | $230K | Hold |
1,252
| – | – | 0.03% | 156 |
|
|
2022
Q3 | $214K | Buy |
1,252
+30
| +2% | +$5.66K | 0.03% | 159 |
|
|
2022
Q2 | $215K | Buy |
1,222
+15
| +1% | +$2.9K | 0.03% | 164 |
|
|
2022
Q1 | $257K | Buy |
+1,207
| New | +$254K | 0.03% | 159 |
|
|
2021
Q4 | – | Sell |
-1,204
| Closed | -$263K | – | 176 |
|
|
2021
Q3 | $263K | Sell |
1,204
-2
| -0.2% | -$445 | 0.03% | 159 |
|
|
2021
Q2 | $272K | Buy |
1,206
+2
| +0.2% | +$443 | 0.03% | 159 |
|
|
2021
Q1 | $258K | Buy |
1,204
+25
| +2% | +$5.27K | 0.04% | 155 |
|
|
2020
Q4 | $230K | Buy |
+1,179
| New | +$208K | 0.03% | 165 |
|
|
2020
Q1 | – | Sell |
-1,315
| Closed | -$218K | – | 169 |
|
|
2019
Q4 | $218K | Hold |
1,315
| – | – | 0.03% | 170 |
|
|
2019
Q3 | $202K | Buy |
1,315
+3
| +0.2% | +$465 | 0.03% | 168 |
|
|
2019
Q2 | $206K | Buy |
+1,312
| New | +$203K | 0.03% | 166 |
|
Other funds holding VB
