3IP
3Chopt Investment Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Sell |
16,460
-155
| -0.9% | -$30.4K | 0.78% | 27 |
|
|
2025
Q1 | $3.1M | Sell |
16,615
-1,469
| -8% | -$274K | 0.81% | 32 |
|
|
2024
Q4 | $3.58M | Buy |
18,084
+1,227
| +7% | +$243K | 1.23% | 21 |
|
|
2024
Q3 | $3.38M | Sell |
16,857
-321
| -2% | -$64.5K | 1.21% | 22 |
|
|
2024
Q2 | $3.15M | Buy |
17,178
+27
| +0.2% | +$4.96K | 0.96% | 21 |
|
|
2024
Q1 | $3.29M | Sell |
17,151
-600
| -3% | -$115K | 1.35% | 17 |
|
|
2023
Q4 | $3.19M | Sell |
17,751
-1,477
| -8% | -$266K | 1.18% | 13 |
|
|
2023
Q3 | $3.07M | Sell |
19,228
-1,884
| -9% | -$300K | 1.81% | 13 |
|
|
2023
Q2 | $3.49M | Buy |
21,112
+1,050
| +5% | +$174K | 1.75% | 10 |
|
|
2023
Q1 | $3.19M | Buy |
20,062
+1,454
| +8% | +$231K | 1.7% | 12 |
|
|
2022
Q4 | $2.95M | Buy |
+18,608
| New | +$2.95M | 1.62% | 14 |
|