Charter Oak Capital Management, LLC VEU Holdings History
Charter Oak Capital Management, LLC's Vanguard FTSE All-World ex-US ETF Holding Summary
As of 2025-06-30, Charter Oak Capital Management, LLC held 547,596.00 shares of Vanguard FTSE All-World ex-US ETF(VEU), totaling $36.81 Mil. This investment constitutes 3.11% of their stock portfolio, and Charter Oak Capital Management, LLC now holds 0.08% of the outstanding Vanguard FTSE All-World ex-US ETF(VEU) stock.
The initial trade took place in 2020Q4. And since then Charter Oak Capital Management, LLC has made 5 purchases of VEU, at an average price of $56.48, for a total of 1.11 Mil shares. In addition, there have been 12 sales at an average price of $53.75 for 564,207.00 shares. Based on historical transaction data and VEU's current price of $68.68, Charter Oak Capital Management, LLC's estimated gain on his VEU holdings is $5.14 Mil, reflecting a 8.18% gain to date.
Charter Oak Capital Management, LLC VEU ($68.68) Holding Chart
Charter Oak Capital Management, LLC VEU ($68.68) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
