Charter Oak Capital Management, LLC Vanguard Value ETF Transaction History
Charter Oak Capital Management, LLC
- $958 Million
- Q2 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 19,423 shares of VTV stock, worth $3.38 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
19,423
Previous 20,807
6.65%
Holding current value
$3.38 Million
Previous $3.39 Million
8.06%
% of portfolio
0.33%
Previous 0.36%
Shares
15 transactions
Others Institutions Holding VTV
# of Institutions
2,185Shares Held
507MCall Options Held
142KPut Options Held
35.7K-
Bank Of America Corp Charlotte, NC115MShares$20.1 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.88 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$5.08 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.5 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.17 Billion0.5% of portfolio