Charter Oak Capital Management, LLC VOO Holdings History
Charter Oak Capital Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, Charter Oak Capital Management, LLC held 50,360.00 shares of Vanguard S&P 500 ETF(VOO), totaling $28.61 Mil. This investment constitutes 2.42% of their stock portfolio, and Charter Oak Capital Management, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2020Q4. And since then Charter Oak Capital Management, LLC has made 8 purchases of VOO, at an average price of $361.42, for a total of 71,849.00 shares. In addition, there have been 10 sales at an average price of $468.52 for 21,489.00 shares. Based on historical transaction data and VOO's current price of $583.26, Charter Oak Capital Management, LLC's estimated gain on his VOO holdings is $13.47 Mil, reflecting a 51.88% gain to date.
Charter Oak Capital Management, LLC VOO ($583.26) Holding Chart
Charter Oak Capital Management, LLC VOO ($583.26) 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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