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MFS Charter Income Trust shares owned by Vermillion Wealth Management

Quarter-by-quarter ownership of MFS Charter Income Trust (MCR) shares owned by Vermillion Wealth Management from 13F filings

Historical chart of Vermillion Wealth Management investment in MFS Charter Income Trust

Tip: Access up to 7 years of quarterly data

All positions including MFS Charter Income Trust held by Vermillion Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MFS Charter Income Trust by Vermillion Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $18k 2.8k 6.42
2025-06-30 $18k 2.8k 6.36

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Dimensional Etf Trust Us Equity Market (DFUS)
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Dimensional Etf Trust Core Fixed Incom (DFCF)
Schwab Short-term Bond Index Schwab Mutl Funds (SWSBX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard World Inf Tech Etf (VGT)
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Schwab Us Treasury Money Investor Schwab Non-sweep Mmf (SNSXX)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Tax-exempt Bond Index Admiral Bond Funds (VTEAX)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Schwab S&p 500 Index Schwab Mutl Funds (SWPPX)

View all positions for Vermillion Wealth Management

Top funds holding MFS Charter Income Trust

Morgan Stanley
Sit Investment Associates
Allspring Global Investments Holdings
Invesco
GraniteShares Advisors
Pathstone Holdings
Shaker Financial Services
Commonwealth Equity Services
Stifel Financial
Wells Fargo & Company
LPL Financial
UBS Group
Cambridge Investment Research Advisors
Goss Wealth Management
Raymond James Financial

View all funds holding MFS Charter Income Trust