Charter Oak Capital Management, LLC Vanguard World Fd Esg Intl Stk Transaction History
Charter Oak Capital Management, LLC
- $1.07 Billion
- Q4 2024
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 143,993 shares of VSGX stock, worth $8.53 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
143,993
Previous 142,433
1.1%
Holding current value
$8.53 Million
Previous $8.76 Million
6.81%
% of portfolio
0.76%
Previous 0.82%
Shares
17 transactions
Others Institutions Holding VSGX
# of Institutions
377Shares Held
46.3MCall Options Held
0Put Options Held
0-
Wealthfront Advisers LLC26.2MShares$1.55 Billion1.24% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.33MShares$197 Million0.0% of portfolio
-
Creative Planning Overland Park, KS1.27MShares$75 Million0.07% of portfolio
-
Dundas Partners LLP Edinburgh, X01.08MShares$64.1 Million4.33% of portfolio
-
Leo Wealth, LLC Hurst, TX749KShares$44.4 Million3.8% of portfolio