Charter Oak Capital Management, LLC Vanguard Utilities 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 Utilities ETF stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 7,313 shares of VPU stock, worth $1.24 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,313
Previous 7,387
1.0%
Holding current value
$1.24 Million
Previous $1.29 Million
7.0%
% of portfolio
0.11%
Previous 0.12%
Shares
16 transactions
Others Institutions Holding VPU
# of Institutions
649Shares Held
13.6MCall Options Held
85.2KPut Options Held
26.6K-
Morgan Stanley New York, NY1.12MShares$189 Million0.01% of portfolio
-
Beacon Capital Management, Inc.994KShares$168 Million7.27% of portfolio
-
Bank Of America Corp Charlotte, NC983KShares$166 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC667KShares$113 Million0.05% of portfolio
-
Envestnet Asset Management Inc603KShares$102 Million0.03% of portfolio