Charter Oak Capital Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Buy |
5,631
+88
| +2% | +$7K | 0.04% | 123 |
|
|
2025
Q1 | $438K | Buy |
5,543
+313
| +6% | +$24.7K | 0.04% | 118 |
|
|
2024
Q4 | $408K | Sell |
5,230
-3,214
| -38% | -$251K | 0.04% | 117 |
|
|
2024
Q3 | $671K | Buy |
8,444
+1,048
| +14% | +$83.2K | 0.06% | 93 |
|
|
2024
Q2 | $571K | Sell |
7,396
-1,196
| -14% | -$92.4K | 0.06% | 92 |
|
|
2024
Q1 | $664K | Buy |
8,592
+3,864
| +82% | +$299K | 0.07% | 92 |
|
|
2023
Q4 | $366K | Sell |
4,728
-890
| -16% | -$68.9K | 0.04% | 123 |
|
|
2023
Q3 | $422K | Sell |
5,618
-2,060
| -27% | -$155K | 0.06% | 112 |
|
|
2023
Q2 | $581K | Sell |
7,678
-2,539
| -25% | -$192K | 0.08% | 96 |
|
|
2023
Q1 | $779K | Sell |
10,217
-643
| -6% | -$49K | 0.11% | 76 |
|
|
2022
Q4 | $817K | Buy |
10,860
+2,919
| +37% | +$219K | 0.12% | 70 |
|
|
2022
Q3 | $590K | Sell |
7,941
-11,390
| -59% | -$846K | 0.09% | 88 |
|
|
2022
Q2 | $1.47M | Sell |
19,331
-2,131
| -10% | -$162K | 0.2% | 54 |
|
|
2022
Q1 | $1.68M | Buy |
21,462
+6,843
| +47% | +$534K | 0.2% | 51 |
|
|
2021
Q4 | $1.19M | Buy |
14,619
+2,383
| +19% | +$194K | 0.14% | 66 |
|
|
2021
Q3 | $1.01M | Buy |
12,236
+2,627
| +27% | +$216K | 0.13% | 69 |
|
|
2021
Q2 | $795K | Buy |
9,609
+38
| +0.4% | +$3.14K | 0.1% | 85 |
|
|
2021
Q1 | $790K | Sell |
9,571
-612
| -6% | -$50.5K | 0.11% | 85 |
|
|
2020
Q4 | $848K | Buy |
+10,183
| New | +$848K | 0.13% | 78 |
|