Vermillion Wealth Management’s MFS Charter Income Trust MCR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-2,826
Closed -$17.1K 2080
2026
Q1
$17.1K Hold
2,826
0.01% 320
2025
Q4
$17.7K Hold
2,826
0.01% 302
2025
Q3
$18.1K Hold
2,826
﹤0.01% 906
2025
Q2
$18K Buy
+2,826
New +$17.6K 0.01% 275

Vermillion Wealth Management's MCR Position: Q2 2026 in Review

Vermillion Wealth Management sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 2,826 shares — an estimated $17.1K sold.

Vermillion Wealth Management first reported a position in MCR in Q2 2025 and held it in 4 quarters. The position peaked at $18.1K in Q3 2025. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.

  • Vermillion Wealth Management reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
  • Vermillion Wealth Management sold 2,826 MFS Charter Income Trust shares in Q2 2026, an estimated $17.1K.
  • Vermillion Wealth Management first reported a position in MFS Charter Income Trust in Q2 2025 and held it in 4 quarters.
  • Vermillion Wealth Management's MFS Charter Income Trust position peaked at $18.1K in Q3 2025.
  • 0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.