Charter Oak Capital Management’s Vanguard Industrials ETF VIS Stock Holding History

Charter Oak Capital Management’s Portfolio VIS Stock Details VIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$281K	Hold
2025 Q2	$266K	Hold
2025 Q1	$235K	Sell
2024 Q4	$244K	Hold
2024 Q3	$249K	Hold
2024 Q2	$225K	Buy
2024 Q1	$231K	Hold
2023 Q4	$209K	Buy
2022 Q3	–	Sell
2022 Q2	$10K	Buy
2022 Q1	$10K	Buy