L. Roy Papp & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $308K | Sell |
541
-134
| -20% | -$76.2K | 0.04% | 151 |
|
2025
Q1 | $347K | Buy |
675
+6
| +0.9% | +$3.08K | 0.04% | 142 |
|
2024
Q4 | $361K | Buy |
669
+208
| +45% | +$112K | 0.04% | 141 |
|
2024
Q3 | $243K | Buy |
461
+20
| +5% | +$10.5K | 0.03% | 161 |
|
2024
Q2 | $221K | Buy |
+441
| New | +$221K | 0.03% | 163 |
|
2018
Q2 | – | Sell |
-1,812
| Closed | -$439K | – | 164 |
|
2018
Q1 | $439K | Buy |
+1,812
| New | +$439K | 0.08% | 122 |
|