Charter Oak Capital Management’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Hold |
948
| – | – | 0.02% | 172 |
|
|
2025
Q1 | $235K | Sell |
948
-10
| -1% | -$2.48K | 0.02% | 178 |
|
|
2024
Q4 | $244K | Hold |
958
| – | – | 0.02% | 165 |
|
|
2024
Q3 | $249K | Hold |
958
| – | – | 0.02% | 168 |
|
|
2024
Q2 | $225K | Buy |
958
+10
| +1% | +$2.35K | 0.02% | 158 |
|
|
2024
Q1 | $231K | Hold |
948
| – | – | 0.02% | 165 |
|
|
2023
Q4 | $209K | Buy |
+948
| New | +$209K | 0.02% | 164 |
|
|
2022
Q3 | – | Sell |
-64
| Closed | -$10K | – | 865 |
|
|
2022
Q2 | $10K | Buy |
64
+15
| +31% | +$2.34K | ﹤0.01% | 601 |
|
|
2022
Q1 | $10K | Buy |
+49
| New | +$10K | ﹤0.01% | 632 |
|