Charter Oak Capital Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-255
| Closed | -$33K | – | 869 |
|
|
2022
Q2 | $33K | Hold |
255
| – | – | ﹤0.01% | 397 |
|
|
2022
Q1 | $38K | Sell |
255
-22
| -8% | -$3.28K | ﹤0.01% | 398 |
|
|
2021
Q4 | $42K | Buy |
277
+150
| +118% | +$22.7K | ﹤0.01% | 382 |
|
|
2021
Q3 | $18K | Buy |
127
+22
| +21% | +$3.12K | ﹤0.01% | 480 |
|
|
2021
Q2 | $15K | Buy |
105
+87
| +483% | +$12.4K | ﹤0.01% | 509 |
|
|
2021
Q1 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 718 |
|