Camelot Technology Advisors’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
Q3
$486K Hold
2025
Q2
$454K Hold
2025
Q1
$434K Sell
2024
Q4
$560K Sell
2024
Q3
$572K Buy
2024
Q2
$520K Hold
2024
Q1
$547K Hold
2023
Q4
$513K Buy