Charter Oak Capital Management’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $602K | Buy |
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|
2025
Q2 | $518K | Hold |
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|
2025
Q1 | $466K | Sell |
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|
2024
Q4 | $490K | Hold |
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|
2024
Q3 | $478K | Hold |
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|
2024
Q2 | $453K | Buy |
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|
2024
Q1 | $399K | Hold |
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|
2023
Q4 | $363K | Hold |
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|
2023
Q3 | $326K | Hold |
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|
2023
Q2 | $337K | Hold |
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|
2023
Q1 | $311K | Hold |
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|
2022
Q4 | $290K | Hold |
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|
2022
Q3 | $272K | Hold |
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|
2022
Q2 | $287K | Hold |
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|
2022
Q1 | $347K | Hold |
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|
2021
Q4 | $368K | Buy |
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|
2021
Q3 | $127K | Hold |
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|
2021
Q2 | $127K | Hold |
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|
2021
Q1 | $117K | Hold |
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|
2020
Q4 | $111K | Buy |
|