Charter Oak Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-108
| Closed | -$21K | – | 867 |
|
|
2022
Q2 | $21K | Hold |
108
| – | – | ﹤0.01% | 467 |
|
|
2022
Q1 | $26K | Buy |
108
+33
| +44% | +$7.94K | ﹤0.01% | 463 |
|
|
2021
Q4 | $19K | Buy |
75
+28
| +60% | +$7.09K | ﹤0.01% | 520 |
|
|
2021
Q3 | $11K | Buy |
47
+10
| +27% | +$2.34K | ﹤0.01% | 567 |
|
|
2021
Q2 | $9K | Hold |
37
| – | – | ﹤0.01% | 593 |
|
|
2021
Q1 | $8K | Hold |
37
| – | – | ﹤0.01% | 584 |
|
|
2020
Q4 | $8K | Buy |
+37
| New | +$8K | ﹤0.01% | 546 |
|