Charter Oak Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $311K | Buy |
|
|||||
|
2025
Q2 | $288K | Buy |
|
|||||
|
2025
Q1 | $280K | Sell |
|
|||||
|
2024
Q4 | $293K | Sell |
|
|||||
|
2024
Q3 | $349K | Buy |
|
|||||
|
2024
Q2 | $272K | Sell |
|
|||||
|
2024
Q1 | $322K | Buy |
|
|||||
|
2023
Q4 | $254K | Sell |
|
|||||
|
2023
Q3 | $350K | Sell |
|
|||||
|
2023
Q2 | $413K | Buy |
|
|||||
|
2023
Q1 | $354K | Buy |
|
|||||
|
2022
Q4 | $341K | Buy |
|
|||||
|
2022
Q3 | $330K | Sell |
|
|||||
|
2022
Q2 | $432K | Buy |
|
|||||
|
2022
Q1 | $411K | Buy |
|
|||||
|
2021
Q4 | $419K | Buy |
|
|||||
|
2021
Q3 | $363K | Buy |
|
|||||
|
2021
Q2 | $340K | Sell |
|
|||||
|
2021
Q1 | $328K | Buy |
|
|||||
|
2020
Q4 | $292K | Buy |
|