Number of Shares
97,487.00
Current Holdings Value*
$21.62 Mil
% of Portfolio
5.66%
Total Estimate Gain
$4.66 Mil
% of Total Estimate Gain
22.14%

3Chopt Investment Partners, LLC's Vanguard Small Cap ETF Holding Summary

As of 2025-03-31, 3Chopt Investment Partners, LLC held 97,487.00 shares of Vanguard Small Cap ETF(VB), totaling $21.62 Mil. This investment constitutes 5.66% of their stock portfolio, and 3Chopt Investment Partners, LLC now holds 0.03% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2023Q1. And since then 3Chopt Investment Partners, LLC has made 6 purchases of VB, at an average price of $197.26, for a total of 106,695.00 shares. In addition, there have been 2 sales at an average price of $221.59 for 9,208.00 shares. Based on historical transaction data and VB's current price of $242.76, 3Chopt Investment Partners, LLC's estimated gain on his VB holdings is $4.66 Mil, reflecting a 22.14% gain to date.

3Chopt Investment Partners, LLC VB ($242.76) Holding Chart

3Chopt Investment Partners, LLC VB ($242.76) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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