Charter Oak Capital Management’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.46M | Buy |
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|
2025
Q2 | $1.18M | Buy |
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|
2025
Q1 | $266K | Hold |
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|
2024
Q4 | $270K | Hold |
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|
2024
Q3 | $275K | Buy |
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|
2024
Q2 | $227K | Sell |
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|
2024
Q1 | $251K | Buy |
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|
2023
Q4 | $231K | Sell |
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|
2023
Q3 | $292K | Buy |
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|
2023
Q2 | $217K | Sell |
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|
2023
Q1 | $209K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $36K | Hold |
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|
2022
Q1 | $43K | Hold |
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|
2021
Q4 | $45K | Hold |
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|
2021
Q3 | $43K | Buy |
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|
2021
Q2 | $41K | Sell |
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|
2021
Q1 | $1.35M | Buy |
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|
2020
Q4 | $34K | Buy |
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