Number of Shares
989,736.00
Current Holdings Value*
$58.79 Mil
% of Portfolio
5.77%
Total Estimate Gain
$1.12 Mil
% of Total Estimate Gain
1.90%

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

As of 2025-03-31, Brandywine Oak Private Wealth LLC held 989,736.00 shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $58.79 Mil. This investment constitutes 5.77% of their stock portfolio, and Brandywine Oak Private Wealth LLC now holds 0.19% of the outstanding Vanguard Intermediate-Term Government Bond ETF(VGIT) stock.

The initial trade took place in 2023Q1. And since then Brandywine Oak Private Wealth LLC has made 7 purchases of VGIT, at an average price of $58.21, for a total of 1.01 Mil shares. In addition, there have been 2 sales at an average price of $58.74 for 22,728.00 shares. Based on historical transaction data and VGIT's current price of $59.33, Brandywine Oak Private Wealth LLC's estimated gain on his VGIT holdings is $1.12 Mil, reflecting a 1.90% gain to date.

Brandywine Oak Private Wealth LLC VGIT ($59.33) Holding Chart

Brandywine Oak Private Wealth LLC VGIT ($59.33) 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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