LRPA
L. Roy Papp & Associates’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Hold |
34,902
| – | – | 0.21% | 75 |
|
|
2025
Q1 | $1.74M | Hold |
34,902
| – | – | 0.21% | 72 |
|
|
2024
Q4 | $1.69M | Sell |
34,902
-1,455
| -4% | -$70.5K | 0.2% | 75 |
|
|
2024
Q3 | $1.79M | Sell |
36,357
-100
| -0.3% | -$4.93K | 0.22% | 75 |
|
|
2024
Q2 | $1.77M | Sell |
36,457
-8,454
| -19% | -$410K | 0.21% | 73 |
|
|
2024
Q1 | $2.15M | Sell |
44,911
-4,875
| -10% | -$233K | 0.26% | 65 |
|
|
2023
Q4 | $2.36M | Sell |
49,786
-14,110
| -22% | -$670K | 0.29% | 60 |
|
|
2023
Q3 | $3.02M | Sell |
63,896
-270
| -0.4% | -$12.8K | 0.41% | 53 |
|
|
2023
Q2 | $3.04M | Sell |
64,166
-5,410
| -8% | -$257K | 0.39% | 55 |
|
|
2023
Q1 | $3.33M | Sell |
69,576
-5,381
| -7% | -$257K | 0.45% | 52 |
|
|
2022
Q4 | $3.5M | Sell |
74,957
-29,295
| -28% | -$1.37M | 0.49% | 47 |
|
|
2022
Q3 | $5.02M | Sell |
104,252
-2,612
| -2% | -$126K | 0.76% | 37 |
|
|
2022
Q2 | $5.36M | Sell |
106,864
-1,000
| -0.9% | -$50.1K | 0.78% | 36 |
|
|
2022
Q1 | $5.52M | Sell |
107,864
-558
| -0.5% | -$28.6K | 0.69% | 39 |
|
|
2021
Q4 | $5.57M | Buy |
108,422
+2,240
| +2% | +$115K | 0.64% | 38 |
|
|
2021
Q3 | $5.58M | Sell |
106,182
-305
| -0.3% | -$16K | 0.71% | 36 |
|
|
2021
Q2 | $5.58M | Buy |
106,487
+36,393
| +52% | +$1.91M | 0.7% | 38 |
|
|
2021
Q1 | $3.61M | Sell |
70,094
-19,403
| -22% | -$1M | 0.52% | 48 |
|
|
2020
Q4 | $4.57M | Buy |
89,497
+3,159
| +4% | +$161K | 0.53% | 43 |
|
|
2020
Q3 | $4.41M | Hold |
86,338
| – | – | 0.57% | 42 |
|
|
2020
Q2 | $4.33M | Sell |
86,338
-1,712
| -2% | -$85.9K | 0.61% | 38 |
|
|
2020
Q1 | $4.29M | Sell |
88,050
-10,775
| -11% | -$525K | 0.78% | 35 |
|
|
2019
Q4 | $4.87M | Sell |
98,825
-1,103
| -1% | -$54.4K | 0.7% | 39 |
|
|
2019
Q3 | $4.9M | Sell |
99,928
-1,613
| -2% | -$79.1K | 0.77% | 36 |
|
|
2019
Q2 | $5.01M | Buy |
+101,541
| New | +$5.01M | 0.79% | 36 |
|