Charter Oak Capital Management’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Buy |
4,319
+818
| +23% | +$51.9K | 0.02% | 170 |
|
|
2025
Q1 | $220K | Buy |
+3,501
| New | +$220K | 0.02% | 184 |
|
|
2022
Q3 | – | Sell |
-1,064
| Closed | -$67K | – | 857 |
|
|
2022
Q2 | $67K | Sell |
1,064
-270
| -20% | -$17K | 0.01% | 293 |
|
|
2022
Q1 | $91K | Sell |
1,334
-500
| -27% | -$34.1K | 0.01% | 274 |
|
|
2021
Q4 | $135K | Sell |
1,834
-1,013
| -36% | -$74.6K | 0.02% | 221 |
|
|
2021
Q3 | $210K | Buy |
2,847
+339
| +14% | +$25K | 0.03% | 167 |
|
|
2021
Q2 | $187K | Buy |
2,508
+4
| +0.2% | +$298 | 0.02% | 180 |
|
|
2021
Q1 | $182K | Buy |
2,504
+3
| +0.1% | +$218 | 0.03% | 174 |
|
|
2020
Q4 | $191K | Buy |
+2,501
| New | +$191K | 0.03% | 163 |
|