Number of Shares
516,583.00
Current Holdings Value*
$42.24 Mil
% of Portfolio
4.14%
Total Estimate Gain
$2.49 Mil
% of Total Estimate Gain
5.78%

Brandywine Oak Private Wealth LLC's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Brandywine Oak Private Wealth LLC held 516,583.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $42.24 Mil. This investment constitutes 4.14% of their stock portfolio, and Brandywine Oak Private Wealth LLC now holds 0.08% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2018Q4. And since then Brandywine Oak Private Wealth LLC has made 3 purchases of VCIT, at an average price of $77.91, for a total of 552,945.00 shares. In addition, there have been 5 sales at an average price of $81.06 for 36,362.00 shares. Based on historical transaction data and VCIT's current price of $82.51, Brandywine Oak Private Wealth LLC's estimated gain on his VCIT holdings is $2.49 Mil, reflecting a 5.78% gain to date.

Brandywine Oak Private Wealth LLC VCIT ($82.51) Holding Chart

Brandywine Oak Private Wealth LLC VCIT ($82.51) 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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