Charter Oak Capital Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$38.3M Sell
2025
Q2
$36.8M Sell
2025
Q1
$35.4M Sell
2024
Q4
$35.4M Sell
2024
Q3
$40.4M Sell
2024
Q2
$38.3M Sell
2024
Q1
$40.2M Sell
2023
Q4
$39.7M Sell
2023
Q3
$37.6M Sell
2023
Q2
$41.6M Sell
2023
Q1
$43.4M Sell
2022
Q4
$46.8M Sell
2022
Q3
$45.3M Sell
2022
Q2
$55.5M Buy
2022
Q1
$62.5M Buy
2021
Q4
$61M Buy
2021
Q3
$58.2M Buy
2021
Q2
$57M Buy
2021
Q1
$50.4M Buy
2020
Q4
$40M Buy