CAMELOT TECHNOLOGY ADVISORS, INC. VBR Holdings History
CAMELOT TECHNOLOGY ADVISORS, INC.'s Vanguard Small Cap Value ETF Holding Summary
As of 2025-06-30, CAMELOT TECHNOLOGY ADVISORS, INC. held 2,327.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $453,820.00. This investment constitutes 0.39% of their stock portfolio, and CAMELOT TECHNOLOGY ADVISORS, INC. now holds 0% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2023Q4. And since then CAMELOT TECHNOLOGY ADVISORS, INC. has made 1 purchases of VBR, at an average price of $163.25, for a total of 2,851.00 shares. In addition, there have been 2 sales at an average price of $197.90 for 524.00 shares. Based on historical transaction data and VBR's current price of $201.16, CAMELOT TECHNOLOGY ADVISORS, INC.'s estimated gain on his VBR holdings is $106,372.21, reflecting a 22.85% gain to date.
CAMELOT TECHNOLOGY ADVISORS, INC. VBR ($201.16) Holding Chart
CAMELOT TECHNOLOGY ADVISORS, INC. VBR ($201.16) 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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