Number of Shares
19,368.00
Current Holdings Value*
$1.72 Mil
% of Portfolio
1.47%
Total Estimate Gain
$194,525.17
% of Total Estimate Gain
10.25%

CAMELOT TECHNOLOGY ADVISORS, INC.'s Vanguard Real Estate Index Fund ETF Holding Summary

As of 2025-06-30, CAMELOT TECHNOLOGY ADVISORS, INC. held 19,368.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $1.72 Mil. This investment constitutes 1.47% of their stock portfolio, and CAMELOT TECHNOLOGY ADVISORS, INC. now holds 0.01% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.

The initial trade took place in 2023Q4. And since then CAMELOT TECHNOLOGY ADVISORS, INC. has made 4 purchases of VNQ, at an average price of $81.22, for a total of 23,364.00 shares. In addition, there have been 2 sales at an average price of $87.61 for 3,996.00 shares. Based on historical transaction data and VNQ's current price of $89.94, CAMELOT TECHNOLOGY ADVISORS, INC.'s estimated gain on his VNQ holdings is $194,525.17, reflecting a 10.25% gain to date.

CAMELOT TECHNOLOGY ADVISORS, INC. VNQ ($89.94) Holding Chart

CAMELOT TECHNOLOGY ADVISORS, INC. VNQ ($89.94) 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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