Charter Oak Capital Management, LLC Sells in Q1 2025

Charter Oak Capital Management, LLC

  • $1.09 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.73K
- 6.64%
$507.05 - $563.67 $1.89M - $2.1M
52.4K $26.8M
AAPL
Apple Inc.

Technology
-2.81K
- 3.53%
$209.68 - $247.1 $589K - $694K
76.7K $17M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-1.38K
- 2.51%
$96.93 - $109.51 $133K - $151K
53.5K $5.21M
CRM
Salesforce, Inc.

Technology
-309
- 4.51%
$268.36 - $359.95 $82.9K - $111K
6.54K $1.76M
SPY
Spdr S&P 500 ETF Trust

ETFs
-586
- 7.72%
$551.42 - $612.93 $323K - $359K
7K $3.92M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-611
- 4.58%
$135.34 - $188.66 $82.7K - $115K
12.7K $1.75M
VGT
Vanguard Information Technolog

ETFs
-485
- 20.66%
$542.38 - $646.34 $263K - $313K
1.86K $1.01M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-7.97K
- 8.13%
$49.6 - $50.28 $395K - $401K
90.1K $4.53M
XLY
Select Sector Spdr Consumer Di

ETFs
-1K
- 35.57%
$192.6 - $233.2 $193K - $234K
1.82K $357K
VTI
Vanguard Total Stock Market Et

ETFs
-181
- 1.38%
$271.18 - $303.12 $49.1K - $54.9K
13K $3.55M
IYW
Ishares Dj Us Tech ETF

ETFs
-494
- 5.03%
$140.44 - $166.79 $69.4K - $82.4K
9.34K $1.31M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-1.99K
- 10.95%
$61.55 - $71.27 $122K - $142K
16.2K $1.01M
ACWI
Ishares Msci Acwi ETF

ETFs
-777
- 0.89%
$115.16 - $124.13 $89.5K - $96.4K
86.2K $10M
AMAT
Applied Materials Inc

Technology
-565
- 10.11%
$145.06 - $195.51 $82K - $110K
5.02K $728K
XLC
Select Sector Spdr Tr Communic

ETFs
-1.78K
- 30.65%
$94.84 - $105.31 $168K - $187K
4.02K $384K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.31K
- 14.02%
$42.5 - $46.71 $183K - $201K
26.4K $1.2M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-114
- 0.68%
$101.98 - $115.66 $11.6K - $13.2K
16.6K $1.69M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-10K
- 3.9%
$21.49 - $22.24 $215K - $222K
246K $5.45M
FDIS
Fidelity Covington Tr Msci Con

ETFs
-255
- 3.25%
$82.77 - $101.84 $21.1K - $26K
7.6K $642K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-2.82K
- 7.06%
$47.59 - $48.35 $134K - $136K
37.1K $1.79M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-6.33K
- 14.09%
$63.07 - $73.5 $399K - $465K
38.6K $2.74M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-2.1K
- 9.19%
$69.87 - $75.62 $147K - $159K
20.7K $1.51M
IEMG
Ishares Inc

ETFs
-1.78K
- 15.91%
N/A
9.39K $503K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-79
- 5.14%
$360.07 - $417.26 $28.4K - $33K
1.46K $526K
FCOM
Fidelity Covington Tr Msci Com

ETFs
-1.13K
- 12.58%
$55.97 - $64.13 $63.1K - $72.3K
7.84K $439K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-4.69K
- 1.81%
$51.52 - $52.37 $242K - $246K
255K $13.3M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-1.08K
- 18.03%
$67.41 - $69.37 $72.5K - $74.6K
4.89K $336K
IYJ
Ishares Tr

ETFs
-363
- 7.12%
$127.48 - $142.0 $46.3K - $51.5K
4.73K $611K
UNH
Unitedhealth Group Inc

Healthcare
-172
- 12.28%
$461.52 - $548.18 $79.4K - $94.3K
1.23K $643K
IYF
Ishares Tr

ETFs
-517
- 12.13%
$107.69 - $119.37 $55.7K - $61.7K
3.75K $418K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-2.01K
- 3.26%
$58.32 - $65.09 $117K - $131K
59.7K $3.55M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-686
- 20.05%
$85.29 - $92.57 $58.5K - $63.5K
2.74K $246K
EWC
Ishares Msci Canada ETF

ETFs
-1.29K
- 11.35%
$39.3 - $42.52 $50.6K - $54.8K
10.1K $408K
XLK
Technology Sector Spdr

ETFs
-15
- 0.88%
$206.38 - $242.18 $3.1K - $3.63K
1.68K $347K
IDXX
Idexx Laboratories Inc

Healthcare
-142
- 4.58%
$406.29 - $469.04 $57.7K - $66.6K
2.96K $1.24M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-18
- 1.73%
$211.47 - $267.17 $3.81K - $4.81K
1.02K $216K
PFE
Pfizer Inc

Healthcare
-851
- 7.69%
$25.01 - $27.13 $21.3K - $23.1K
10.2K $258K
VHT
Vanguard Health Care ETF

ETFs
-327
- 5.47%
$254.06 - $273.83 $83.1K - $89.5K
5.65K $1.48M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-623
- 2.01%
$81.83 - $82.73 $51K - $51.5K
30.4K $2.51M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-551
- 9.18%
$49.42 - $50.43 $27.2K - $27.8K
5.45K $272K
VV
Vanguard Large Cap ETF

ETFs
-2
- 0.11%
$253.32 - $282.66 $507 - $565
1.81K $463K
BA
Boeing CO

Industrials
-83
- 4.29%
$148.15 - $186.25 $12.3K - $15.5K
1.85K $316K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-1.32K
- 14.42%
$53.69 - $62.68 $70.8K - $82.6K
7.82K $475K
VIG
Vanguard Dividend Appreciation

ETFs
-88
- 0.48%
N/A
18.3K $3.34M
IBM
International Business Machines Corp

Technology
-361
- 14.21%
$217.4 - $264.74 $78.5K - $95.6K
2.18K $541K
VNQ
Vanguard Specialized Funds Van

ETFs
-204
- 6.2%
$85.55 - $94.34 $17.5K - $19.2K
3.09K $277K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-84
- 2.3%
$78.0 - $84.37 $6.55K - $7.09K
3.58K $282K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-2.3K
- 8.1%
$75.32 - $84.77 $173K - $195K
26.1K $2.15M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-750
- 4.41%
$65.44 - $70.64 $49.1K - $53K
16.3K $1.1M
Activity Summary
Buys All Purchases 108 New Holdings 17 Increased Positions 91 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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