L. Roy Papp & Associates’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $837K | Buy |
11,660
+12
| +0.1% | +$892 | 0.1% | 103 |
|
|
2025
Q4 | $845K | Buy |
11,648
+516
| +5% | +$37.5K | 0.09% | 101 |
|
|
2025
Q3 | $817K | Buy |
11,132
+284
| +3% | +$20.4K | 0.09% | 101 |
|
|
2025
Q2 | $759K | Buy |
10,848
+684
| +7% | +$44.9K | 0.09% | 99 |
|
|
2025
Q1 | $657K | Hold |
10,164
| – | – | 0.08% | 105 |
|
|
2024
Q4 | $671K | Buy |
10,164
+1,292
| +15% | +$87.7K | 0.08% | 109 |
|
|
2024
Q3 | $585K | Buy |
8,872
+80
| +0.9% | +$5.02K | 0.07% | 113 |
|
|
2024
Q2 | $532K | Buy |
8,792
+800
| +10% | +$48.6K | 0.06% | 114 |
|
|
2024
Q1 | $499K | Sell |
7,992
-340
| -4% | -$20.1K | 0.06% | 122 |
|
|
2023
Q4 | $485K | Buy |
8,332
+400
| +5% | +$21.4K | 0.06% | 119 |
|
|
2023
Q3 | $413K | Hold |
7,932
| – | – | 0.06% | 123 |
|
|
2023
Q2 | $437K | Buy |
7,932
+32
| +0.4% | +$1.68K | 0.06% | 127 |
|
|
2023
Q1 | $417K | Hold |
7,900
| – | – | 0.06% | 127 |
|
|
2022
Q4 | $403K | Hold |
7,900
| – | – | 0.06% | 128 |
|
|
2022
Q3 | $371K | Buy |
7,900
+124
| +2% | +$6.48K | 0.06% | 130 |
|
|
2022
Q2 | $383K | Hold |
7,776
| – | – | 0.06% | 133 |
|
|
2022
Q1 | $462K | Buy |
7,776
+840
| +12% | +$49.3K | 0.06% | 129 |
|
|
2021
Q4 | $442K | Sell |
6,936
-200
| -3% | -$12.5K | 0.05% | 137 |
|
|
2021
Q3 | $422K | Hold |
7,136
| – | – | 0.05% | 138 |
|
|
2021
Q2 | $423K | Buy |
7,136
+440
| +7% | +$25.5K | 0.05% | 138 |
|
|
2021
Q1 | $370K | Buy |
6,696
+924
| +16% | +$50.1K | 0.05% | 142 |
|
|
2020
Q4 | $298K | Hold |
5,772
| – | – | 0.03% | 156 |
|
|
2020
Q3 | $254K | Sell |
5,772
-240
| -4% | -$10.5K | 0.03% | 153 |
|
|
2020
Q2 | $246K | Buy |
+6,012
| New | +$230K | 0.03% | 148 |
|
|
2020
Q1 | – | Sell |
-5,416
| Closed | -$241K | – | 171 |
|
|
2019
Q4 | $241K | Buy |
5,416
+80
| +1% | +$3.44K | 0.03% | 161 |
|
|
2019
Q3 | $224K | Hold |
5,336
| – | – | 0.04% | 159 |
|
|
2019
Q2 | $223K | Buy |
+5,336
| New | +$218K | 0.04% | 159 |
|
Other funds holding VO
