Vanguard Mortgage Bkd Sects ETF shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of Vanguard Mortgage Bkd Sects ETF (VMBS) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in Vanguard Mortgage Bkd Sects ETF
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Quarterly reported holdings in Vanguard Mortgage Bkd Sects ETF by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $219k | 4.8k | 45.61 |
| 2023-12-31 | $396k | 8.5k | 46.36 |
| 2023-09-30 | $415k | 9.5k | 43.78 |
| 2023-06-30 | $599k | 13k | 45.99 |
| 2023-03-31 | $620k | 13k | 46.55 |
| 2022-12-31 | $607k | 13k | 45.52 |
| 2022-09-30 | $685k | 15k | 45.12 |
| 2022-06-30 | $826k | 17k | 47.81 |
| 2022-03-31 | $1.4M | 28k | 50.10 |
| 2021-12-31 | $1.5M | 29k | 52.85 |
| 2021-09-30 | $1.6M | 29k | 53.28 |
| 2021-06-30 | $1.5M | 27k | 53.38 |
| 2021-03-31 | $1.3M | 25k | 53.36 |
| 2020-12-31 | $1.3M | 23k | 54.06 |
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