3IP
3Chopt Investment Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.26M | Sell |
9,445
-370
| -4% | -$49.3K | 0.3% | 77 |
|
2025
Q1 | $1.27M | Buy |
+9,815
| New | +$1.27M | 0.33% | 73 |
|
2024
Q3 | – | Sell |
-9,445
| Closed | -$1.12M | – | 178 |
|
2024
Q2 | $1.12M | Buy |
+9,445
| New | +$1.12M | 0.34% | 68 |
|
2024
Q1 | – | Sell |
-9,505
| Closed | -$1.06M | – | 161 |
|
2023
Q4 | $1.06M | Buy |
+9,505
| New | +$1.06M | 0.39% | 64 |
|