3IP
3Chopt Investment Partners’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23M | Sell |
96,690
-797
| -0.8% | -$190K | 5.53% | 3 |
|
|
2025
Q1 | $21.6M | Buy |
97,487
+3,101
| +3% | +$688K | 5.66% | 2 |
|
|
2024
Q4 | $22.7M | Buy |
94,386
+3,144
| +3% | +$755K | 7.79% | 2 |
|
|
2024
Q3 | $21.7M | Sell |
91,242
-4,929
| -5% | -$1.17M | 7.76% | 2 |
|
|
2024
Q2 | $21.1M | Buy |
96,171
+1,371
| +1% | +$300K | 6.43% | 2 |
|
|
2024
Q1 | $21.7M | Sell |
94,800
-4,279
| -4% | -$978K | 8.9% | 2 |
|
|
2023
Q4 | $21.1M | Buy |
99,079
+12,066
| +14% | +$2.57M | 7.78% | 2 |
|
|
2023
Q3 | $16.5M | Buy |
87,013
+22,305
| +34% | +$4.22M | 9.71% | 2 |
|
|
2023
Q2 | $12.9M | Buy |
64,708
+8,243
| +15% | +$1.64M | 6.44% | 2 |
|
|
2023
Q1 | $10.7M | Buy |
56,465
+10,652
| +23% | +$2.02M | 5.7% | 2 |
|
|
2022
Q4 | $8.41M | Buy |
+45,813
| New | +$8.41M | 4.6% | 2 |
|