Charter Oak Capital Management, LLC BSV Holdings History
Charter Oak Capital Management, LLC's Vanguard Short-Term Bond ETF Holding Summary
As of 2025-06-30, Charter Oak Capital Management, LLC held 880,583.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $69.30 Mil. This investment constitutes 5.85% of their stock portfolio, and Charter Oak Capital Management, LLC now holds 0.18% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2020Q4. And since then Charter Oak Capital Management, LLC has made 14 purchases of BSV, at an average price of $79.36, for a total of 1.10 Mil shares. In addition, there have been 4 sales at an average price of $76.66 for 216,726.00 shares. Based on historical transaction data and BSV's current price of $78.35, Charter Oak Capital Management, LLC's estimated gain on his BSV holdings is $-1.48 Mil, reflecting a -1.69% gain to date.
Charter Oak Capital Management, LLC BSV ($78.35) Holding Chart
Charter Oak Capital Management, LLC BSV ($78.35) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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