3IP
3Chopt Investment Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Buy |
3,696
+55
| +2% | +$11.3K | 0.18% | 106 |
|
|
2025
Q1 | $706K | Buy |
+3,641
| New | +$706K | 0.19% | 110 |
|
|
2024
Q3 | – | Sell |
-2,943
| Closed | -$540K | – | 176 |
|
|
2024
Q2 | $540K | Buy |
+2,943
| New | +$540K | 0.16% | 113 |
|
|
2024
Q1 | – | Sell |
-2,658
| Closed | -$453K | – | 159 |
|
|
2023
Q4 | $453K | Buy |
+2,658
| New | +$453K | 0.17% | 111 |
|
|
2023
Q3 | – | Sell |
-1,331
| Closed | -$217K | – | 134 |
|
|
2023
Q2 | $217K | Hold |
1,331
| – | – | 0.11% | 128 |
|
|
2023
Q1 | $205K | Hold |
1,331
| – | – | 0.11% | 141 |
|
|
2022
Q4 | $202K | Buy |
+1,331
| New | +$202K | 0.11% | 132 |
|