3IP
3Chopt Investment Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $51.4M | Buy |
90,176
+2,828
| +3% | +$1.61M | 12.35% | 1 |
|
2025
Q1 | $44.9M | Sell |
87,348
-1,757
| -2% | -$903K | 11.76% | 1 |
|
2024
Q4 | $48M | Buy |
89,105
+1,037
| +1% | +$559K | 16.49% | 1 |
|
2024
Q3 | $46.6M | Sell |
88,068
-714
| -0.8% | -$378K | 16.66% | 1 |
|
2024
Q2 | $44.6M | Buy |
88,782
+524
| +0.6% | +$263K | 13.6% | 1 |
|
2024
Q1 | $42.4M | Buy |
88,258
+364
| +0.4% | +$175K | 17.42% | 1 |
|
2023
Q4 | $38.4M | Buy |
87,894
+4,702
| +6% | +$2.05M | 14.13% | 1 |
|
2023
Q3 | $32.8M | Buy |
83,192
+32,238
| +63% | +$12.7M | 19.36% | 1 |
|
2023
Q2 | $20.8M | Buy |
50,954
+12,284
| +32% | +$5.02M | 10.42% | 1 |
|
2023
Q1 | $14.5M | Buy |
38,670
+5,692
| +17% | +$2.14M | 7.75% | 1 |
|
2022
Q4 | $11.6M | Buy |
+32,978
| New | +$11.6M | 6.33% | 1 |
|