Charter Oak Capital Management, LLC VXF Holdings History
Charter Oak Capital Management, LLC's Vanguard Extended Market Index ETF Holding Summary
As of 2025-06-30, Charter Oak Capital Management, LLC held 374,574.00 shares of Vanguard Extended Market Index ETF(VXF), totaling $72.18 Mil. This investment constitutes 6.1% of their stock portfolio, and Charter Oak Capital Management, LLC now holds 0.35% of the outstanding Vanguard Extended Market Index ETF(VXF) stock.
The initial trade took place in 2020Q4. And since then Charter Oak Capital Management, LLC has made 15 purchases of VXF, at an average price of $153.15, for a total of 408,639.00 shares. In addition, there have been 3 sales at an average price of $169.75 for 34,065.00 shares. Based on historical transaction data and VXF's current price of $200.85, Charter Oak Capital Management, LLC's estimated gain on his VXF holdings is $18.43 Mil, reflecting a 29.45% gain to date.
Charter Oak Capital Management, LLC VXF ($200.85) Holding Chart
Charter Oak Capital Management, LLC VXF ($200.85) 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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