Charter Oak Capital Management’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.67M | Sell |
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|
2025
Q2 | $4.46M | Sell |
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|
2025
Q1 | $3.77M | Buy |
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|
2024
Q4 | $4M | Buy |
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|
2024
Q3 | $3.65M | Buy |
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|
2024
Q2 | $3.31M | Sell |
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|
2024
Q1 | $3.38M | Sell |
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|
2023
Q4 | $3.12M | Sell |
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|
2023
Q3 | $2.8M | Sell |
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|
2023
Q2 | $3.12M | Sell |
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|
2023
Q1 | $3M | Buy |
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|
2022
Q4 | $2.52M | Sell |
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|
2022
Q3 | $2.97M | Buy |
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|
2022
Q2 | $2.73M | Buy |
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|
2022
Q1 | $3.16M | Buy |
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|
2021
Q4 | $3.34M | Buy |
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|
2021
Q3 | $2.86M | Buy |
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|
2021
Q2 | $2.23M | Buy |
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|
2021
Q1 | $1.78M | Buy |
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|
2020
Q4 | $1.73M | Buy |
|