Charter Oak Capital Management, LLC Vanguard Industrial ETF Transaction History

Charter Oak Capital Management, LLC

  • $1.18 Billion
  • Q2 2025

A detailed history of Charter Oak Capital Management, LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 948 shares of VIS stock, worth $283,433. This represents 0.02% of its overall portfolio holdings.

Number of Shares
948
Previous 948 -0.0%
Holding current value
$283,433
Previous $233,000 13.73%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$243.63 - $273.99 $2,436 - $2,739
-10 Reduced 1.04%
948 $233,000
Q2 2024

Jul 24, 2024
BUY
$232.2 - $244.04 $2,322 - $2,440
10 Added 1.05%
958 $225,000
Q4 2023

Jan 26, 2024
BUY
$183.76 - $221.15 $174,204 - $209,650
948 New
948 $208,000
Q2 2022

Jul 21, 2022
BUY
$159.78 - $193.45 $2,396 - $2,901
15 Added 30.61%
64 $10,000
Q1 2022

May 05, 2022
BUY
$180.53 - $205.34 $8,845 - $10,061
49 New
49 $10,000

Others Institutions Holding VIS

# of Institutions
585
Shares Held
12.6M
Call Options Held
4.1K
Put Options Held
2.2K
View Full List

About VANGUARD INDUSTRIAL ETF

VIS Quotes by TradingView
  • Ticker VIS
  • Sector ETFs
  • Industry ETFs
More about VIS
Track This Portfolio

Track Charter Oak Capital Management, LLC Portfolio

Follow Charter Oak Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Charter Oak Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Charter Oak Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email