Charter Oak Capital Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Charter Oak Capital Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 21, 2022	BUY	$49.13 - $51.51 $233,269 - $244,569	4,748 Added 1348.86%	5,100 $255,000
Q1 2022 May 05, 2022	BUY	$51.44 - $54.88 $51 - $54	1 Added 0.28%	352 $18,000
Q4 2021 Feb 09, 2022	SELL	$54.5 - $55.03 $14,824 - $14,968	-272 Reduced 43.66%	351 $19,000
Q3 2021 Nov 08, 2021	BUY	$54.77 - $55.59 $109 - $111	2 Added 0.32%	623 $34,000
Q2 2021 Jul 29, 2021	SELL	$54.58 - $55.46 $6,331 - $6,433	-116 Reduced 15.74%	621 $34,000
Q1 2021 May 17, 2021	BUY	$54.36 - $55.51 $108 - $111	2 Added 0.27%	737 $40,000
Q4 2020 Feb 12, 2021	BUY	$54.06 - $55.19 $39,734 - $40,564	735 New	735 $41,000

1,175

508M

39.6K

85.7K

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