Charter Oak Capital Management’s Vanguard Total World Bond ETF BNDW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$317K Sell
2025
Q2
$322K Sell
2025
Q1
$337K Sell
2024
Q4
$407K Sell
2024
Q3
$455K Sell
2024
Q2
$498K Sell
2024
Q1
$572K Sell
2023
Q4
$838K Sell
2023
Q3
$1.6M Sell
2023
Q2
$3.35M Sell
2023
Q1
$4.25M Sell
2022
Q4
$4.87M Sell
2022
Q3
$8.29M Sell
2022
Q2
$12.1M Sell
2022
Q1
$16.1M Sell
2021
Q4
$20.1M Sell
2021
Q3
$21.8M Sell
2021
Q2
$22M Buy
2021
Q1
$21.6M Buy
2020
Q4
$21.7M Buy