Charter Oak Capital Management’s Vanguard Financials ETF VFH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-81
Closed -$6K 863
2022
Q2
$6K Buy
81
+1
+1% +$74 ﹤0.01% 680
2022
Q1
$8K Buy
+80
New +$8K ﹤0.01% 677
2021
Q3
Sell
-85
Closed -$8K 888
2021
Q2
$8K Buy
+85
New +$8K ﹤0.01% 612