Charter Oak Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $29.7M | Sell |
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|
2025
Q2 | $28.6M | Sell |
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|
2025
Q1 | $26.9M | Sell |
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|
2024
Q4 | $30.2M | Sell |
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|
2024
Q3 | $30.4M | Buy |
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|
2024
Q2 | $26.4M | Sell |
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|
2024
Q1 | $28.8M | Sell |
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|
2023
Q4 | $26.5M | Sell |
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|
2023
Q3 | $24.2M | Buy |
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|
2023
Q2 | $24.8M | Sell |
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|
2023
Q1 | $23.9M | Sell |
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|
2022
Q4 | $22.4M | Buy |
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|
2022
Q3 | $17.1M | Buy |
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|
2022
Q2 | $13.2M | Buy |
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|
2022
Q1 | $14.6M | Buy |
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|
2021
Q4 | $13.6M | Sell |
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|
2021
Q3 | $12.5M | Buy |
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|
2021
Q2 | $12M | Buy |
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|
2021
Q1 | $9.33M | Sell |
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|
2020
Q4 | $9.54M | Buy |
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