3Chopt Investment Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.62M	Buy	16,684 +723	+5%	+$162K	0.83%	24
2025 Q4	$3.38M	Hold	15,961	–	–	0.76%	30
2025 Q3	$3.35M	Sell	15,961 -499	-3%	-$102K	0.76%	30
2025 Q2	$3.22M	Sell	16,460 -155	-0.9%	-$28.7K	0.78%	27
2025 Q1	$3.1M	Sell	16,615 -1,469	-8%	-$290K	0.81%	32
2024 Q4	$3.58M	Buy	18,084 +1,227	+7%	+$252K	1.23%	21
2024 Q3	$3.38M	Sell	16,857 -321	-2%	-$61.7K	1.21%	22
2024 Q2	$3.15M	Buy	17,178 +27	+0.2%	+$4.99K	0.96%	21
2024 Q1	$3.29M	Sell	17,151 -600	-3%	-$108K	1.35%	17
2023 Q4	$3.19M	Sell	17,751 -1,477	-8%	-$241K	1.18%	13
2023 Q3	$3.07M	Sell	19,228 -1,884	-9%	-$315K	1.81%	13
2023 Q2	$3.49M	Buy	21,112 +1,050	+5%	+$165K	1.75%	10
2023 Q1	$3.19M	Buy	20,062 +1,454	+8%	+$241K	1.7%	12
2022 Q4	$2.95M	Buy	+18,608	New	+$2.96M	1.62%	14