Charter Oak Capital Management’s Vanguard Information Technology ETF VGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.3M | Sell |
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|
2025
Q2 | $1.2M | Sell |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $1.46M | Buy |
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|
2024
Q3 | $1.37M | Sell |
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|
2024
Q2 | $1.48M | Sell |
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|
2024
Q1 | $1.53M | Sell |
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|
2023
Q4 | $1.46M | Buy |
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|
2023
Q3 | $1.24M | Sell |
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|
2023
Q2 | $1.33M | Buy |
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|
2023
Q1 | $1.15M | Sell |
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|
2022
Q4 | $955K | Buy |
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|
2022
Q3 | $252K | Buy |
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|
2022
Q2 | $74K | Sell |
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|
2022
Q1 | $102K | Buy |
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|
2021
Q4 | $94K | Sell |
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|
2021
Q3 | $89K | Sell |
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|
2021
Q2 | $104K | Sell |
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|
2021
Q1 | $98K | Sell |
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|
2020
Q4 | $99K | Buy |
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