Charter Oak Capital Management, LLC Vanguard Mortg Backed Sec ETF Transaction History
Charter Oak Capital Management, LLC
- $958 Million
- Q2 2024
A detailed history of Charter Oak Capital Management, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 4,795 shares of VMBS stock, worth $220,282. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,795
Previous 4,795
-0.0%
Holding current value
$220,282
Previous $218,000
0.46%
% of portfolio
0.02%
Previous 0.02%
Shares
14 transactions
Others Institutions Holding VMBS
# of Institutions
616Shares Held
345MCall Options Held
300Put Options Held
98.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.49 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.07 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$878 Million0.31% of portfolio
-
Assetmark, Inc7.43MShares$342 Million1.05% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$313 Million0.03% of portfolio