Charter Oak Capital Management, LLC Vanguard Value ETF Transaction History
Charter Oak Capital Management, LLC
- $1.07 Billion
- Q4 2024
A detailed history of Charter Oak Capital Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 21,842 shares of VTV stock, worth $3.87 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
21,842
Previous 20,782
5.1%
Holding current value
$3.87 Million
Previous $3.63 Million
1.93%
% of portfolio
0.34%
Previous 0.34%
Shares
17 transactions
Others Institutions Holding VTV
# of Institutions
2,331Shares Held
517MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$21 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$9.25 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$5.15 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.51 Billion1.14% of portfolio
-
Ubs Group Ag13MShares$2.3 Billion0.5% of portfolio