Charter Oak Capital Management, LLC Vanguard World Fd Esg Intl Stk Transaction History
Charter Oak Capital Management, LLC
- $1.09 Billion
- Q1 2025
A detailed history of Charter Oak Capital Management, LLC transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 141,453 shares of VSGX stock, worth $8.33 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
141,453
Previous 143,993
1.76%
Holding current value
$8.33 Million
Previous $8.16 Million
2.66%
% of portfolio
0.77%
Previous 0.76%
Shares
18 transactions
Others Institutions Holding VSGX
# of Institutions
380Shares Held
20.1MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.33MShares$196 Million0.0% of portfolio
-
Creative Planning Overland Park, KS1.27MShares$74.6 Million0.07% of portfolio
-
Dundas Partners LLP Edinburgh, X01.08MShares$63.7 Million4.33% of portfolio
-
Leo Wealth, LLC Hurst, TX749KShares$44.1 Million3.8% of portfolio
-
Leo Brokerage, LLC736KShares$43.3 Million4.46% of portfolio