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Charter Oak Capital Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Charter Oak Capital Management’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-314
Closed -$22K – 845
2020
Q4 		$22K Buy
+314
New +$22K ﹤0.01% 402

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Charter Oak Capital Management's VGIT Position: Q1 2021 in Review

Charter Oak Capital Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2021, closing a stake of 314 shares — an estimated $22K sold.

Charter Oak Capital Management first reported a position in VGIT in Q4 2020 and held it in 1 quarter. The position peaked at $22K in Q4 2020. 350 funds tracked by Wall St. Rank hold VGIT as of Q1 2021.

  • Charter Oak Capital Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • Charter Oak Capital Management sold 314 Vanguard Intermediate-Term Treasury ETF shares in Q1 2021, an estimated $22K.
  • Charter Oak Capital Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and held it in 1 quarter.
  • Charter Oak Capital Management's Vanguard Intermediate-Term Treasury ETF position peaked at $22K in Q4 2020.
  • 350 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2021.

Based on Charter Oak Capital Management's 13F filing for Q1 2021, filed 17 May 2021.