Number of Shares
437,311.00
Current Holdings Value*
$34.52 Mil
% of Portfolio
3.39%
Total Estimate Gain
$-1.88 Mil
% of Total Estimate Gain
-2.72%

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

As of 2025-03-31, Brandywine Oak Private Wealth LLC held 437,311.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $34.52 Mil. This investment constitutes 3.39% of their stock portfolio, and Brandywine Oak Private Wealth LLC now holds 0.1% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.

The initial trade took place in 2018Q4. And since then Brandywine Oak Private Wealth LLC has made 9 purchases of VCSH, at an average price of $80.76, for a total of 856,415.00 shares. In addition, there have been 9 sales at an average price of $77.74 for 419,104.00 shares. Based on historical transaction data and VCSH's current price of $79.37, Brandywine Oak Private Wealth LLC's estimated gain on his VCSH holdings is $-1.88 Mil, reflecting a -2.72% gain to date.

Brandywine Oak Private Wealth LLC VCSH ($79.37) Holding Chart

Brandywine Oak Private Wealth LLC VCSH ($79.37) 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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