CTA
Camelot Technology Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $454K | Hold |
2,327
| – | – | 0.39% | 39 |
|
2025
Q1 | $434K | Sell |
2,327
-500
| -18% | -$93.2K | 0.39% | 38 |
|
2024
Q4 | $560K | Sell |
2,827
-24
| -0.8% | -$4.76K | 0.51% | 36 |
|
2024
Q3 | $572K | Buy |
2,851
+1
| +0% | +$201 | 0.5% | 38 |
|
2024
Q2 | $520K | Hold |
2,850
| – | – | 0.48% | 39 |
|
2024
Q1 | $547K | Hold |
2,850
| – | – | 0.5% | 39 |
|
2023
Q4 | $513K | Buy |
+2,850
| New | +$513K | 0.52% | 38 |
|