Charter Oak Capital Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Buy |
4,066
+86
| +2% | +$7.13K | 0.03% | 150 |
|
|
2025
Q1 | $325K | Buy |
3,980
+38
| +1% | +$3.11K | 0.03% | 141 |
|
|
2024
Q4 | $316K | Buy |
3,942
+211
| +6% | +$16.9K | 0.03% | 137 |
|
|
2024
Q3 | $313K | Buy |
3,731
+1,013
| +37% | +$84.8K | 0.03% | 143 |
|
|
2024
Q2 | $217K | Buy |
+2,718
| New | +$217K | 0.02% | 167 |
|
|
2022
Q3 | – | Sell |
-49
| Closed | -$4K | – | 858 |
|
|
2022
Q2 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 764 |
|
|
2022
Q1 | – | Sell |
-281
| Closed | -$26K | – | 1040 |
|
|
2021
Q4 | $26K | Buy |
281
+4
| +1% | +$370 | ﹤0.01% | 459 |
|
|
2021
Q3 | $26K | Buy |
277
+2
| +0.7% | +$188 | ﹤0.01% | 423 |
|
|
2021
Q2 | $26K | Sell |
275
-104
| -27% | -$9.83K | ﹤0.01% | 411 |
|
|
2021
Q1 | $35K | Buy |
379
+2
| +0.5% | +$185 | ﹤0.01% | 362 |
|
|
2020
Q4 | $37K | Buy |
+377
| New | +$37K | 0.01% | 335 |
|