Charter Oak Capital Management’s Vanguard Health Care ETF VHT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.25M Sell
2025
Q2
$1.31M Sell
2025
Q1
$1.5M Sell
2024
Q4
$1.52M Sell
2024
Q3
$1.71M Buy
2024
Q2
$1.58M Sell
2024
Q1
$1.66M Buy
2023
Q4
$1.47M Buy
2023
Q3
$1.34M Buy
2023
Q2
$1.36M Buy
2023
Q1
$1.24M Buy
2022
Q4
$1.29M Buy
2022
Q3
$1.03M Sell
2022
Q2
$2.07M Buy
2022
Q1
$2.15M Sell
2021
Q4
$2.25M Buy
2021
Q3
$2.09M Buy
2021
Q2
$2.07M Buy
2021
Q1
$1.91M Buy
2020
Q4
$1.85M Buy