CTA
Camelot Technology Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,137
| Closed | -$294K | – | 53 |
|
2025
Q1 | $294K | Buy |
1,137
+3
| +0.3% | +$776 | 0.27% | 43 |
|
2024
Q4 | $300K | Buy |
1,134
+2
| +0.2% | +$528 | 0.27% | 43 |
|
2024
Q3 | $299K | Sell |
1,132
-151
| -12% | -$39.8K | 0.26% | 48 |
|
2024
Q2 | $311K | Hold |
1,283
| – | – | 0.29% | 48 |
|
2024
Q1 | $321K | Buy |
1,283
+158
| +14% | +$39.5K | 0.3% | 48 |
|
2023
Q4 | $262K | Buy |
+1,125
| New | +$262K | 0.27% | 50 |
|