Charter Oak Capital Management’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.04M | Buy |
|
|||||
|
2025
Q2 | $956K | Buy |
|
|||||
|
2025
Q1 | $819K | Buy |
|
|||||
|
2024
Q4 | $811K | Buy |
|
|||||
|
2024
Q3 | $786K | Buy |
|
|||||
|
2024
Q2 | $664K | Buy |
|
|||||
|
2024
Q1 | $675K | Sell |
|
|||||
|
2023
Q4 | $667K | Buy |
|
|||||
|
2023
Q3 | $569K | Buy |
|
|||||
|
2023
Q2 | $536K | Buy |
|
|||||
|
2023
Q1 | $462K | Sell |
|
|||||
|
2022
Q4 | $479K | Buy |
|
|||||
|
2022
Q3 | $417K | Sell |
|
|||||
|
2022
Q2 | $477K | Buy |
|
|||||
|
2022
Q1 | $429K | Buy |
|
|||||
|
2021
Q4 | $381K | Buy |
|
|||||
|
2021
Q3 | $309K | Buy |
|
|||||
|
2021
Q2 | $295K | Buy |
|
|||||
|
2021
Q1 | $243K | Sell |
|
|||||
|
2020
Q4 | $286K | Buy |
|