Charter Oak Capital Management, LLC Vanguard Scottsdale Fds Vangua Transaction History
Charter Oak Capital Management, LLC
- $933 Million
- Q1 2024
A detailed history of Charter Oak Capital Management, LLC transactions in Vanguard Scottsdale Fds Vangua stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 8,341 shares of BNDW stock, worth $567,188. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,341
Previous 12,113
31.14%
Holding current value
$567,188
Previous $838,000
31.74%
% of portfolio
0.06%
Previous 0.1%
Shares
14 transactions
Others Institutions Holding BNDW
# of Institutions
102Shares Held
2.43MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc247KShares$16.8 Million0.01% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA238KShares$16.2 Million0.18% of portfolio
-
Heritage Wealth Advisors191KShares$13 Million0.48% of portfolio
-
Bank Of America Corp Charlotte, NC188KShares$12.8 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6112KShares$7.64 Million0.0% of portfolio