Charter Oak Capital Management’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $283K | Hold |
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|
2025
Q3 | $281K | Hold |
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|
2025
Q2 | $266K | Hold |
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|
2025
Q1 | $235K | Sell |
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|
2024
Q4 | $244K | Hold |
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|
2024
Q3 | $249K | Hold |
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|
2024
Q2 | $225K | Buy |
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|
2024
Q1 | $231K | Hold |
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|
2023
Q4 | $209K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $10K | Buy |
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|
2022
Q1 | $10K | Buy |
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