Charter Oak Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $75.5M | Buy |
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|
2025
Q2 | $69.3M | Buy |
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|
2025
Q1 | $65.2M | Buy |
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|
2024
Q4 | $59.4M | Buy |
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|
2024
Q3 | $53.9M | Buy |
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|
2024
Q2 | $48.4M | Buy |
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|
2024
Q1 | $39.7M | Buy |
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|
2023
Q4 | $34.2M | Sell |
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|
2023
Q3 | $34.2M | Buy |
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|
2023
Q2 | $33.8M | Buy |
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|
2023
Q1 | $32.5M | Buy |
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|
2022
Q4 | $30.7M | Buy |
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|
2022
Q3 | $24.3M | Sell |
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|
2022
Q2 | $30.7M | Sell |
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|
2022
Q1 | $40.1M | Sell |
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|
2021
Q4 | $42.8M | Buy |
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|
2021
Q3 | $40.9M | Buy |
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|
2021
Q2 | $38.5M | Buy |
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|
2021
Q1 | $33.2M | Buy |
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|
2020
Q4 | $28.4M | Buy |
|