Camelot Portfolios’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$340K Sell
2025
Q1
$339K Buy
2024
Q4
$341K Sell
2024
Q3
$375K Sell
2024
Q2
$398K Buy
2024
Q1
$404K Sell
2023
Q4
$513K Buy
2023
Q3
$353K Sell
2023
Q2
$523K Sell
2023
Q1
$517K Sell
2022
Q4
$579K Buy
2022
Q3
$473K Sell
2022
Q2
$613K Buy
2022
Q1
$684K Sell
2021
Q4
$706K Buy
2021
Q3
$603K Sell
2021
Q2
$625K Sell
2021
Q1
$724K Buy