Brandywine Oak Private Wealth LLC VTI Holdings History
Brandywine Oak Private Wealth LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Brandywine Oak Private Wealth LLC held 7,340.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $2.02 Mil. This investment constitutes 0.2% of their stock portfolio, and Brandywine Oak Private Wealth LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q4. And since then Brandywine Oak Private Wealth LLC has made 13 purchases of VTI, at an average price of $183.81, for a total of 18,401.00 shares. In addition, there have been 9 sales at an average price of $215.92 for 11,061.00 shares. Based on historical transaction data and VTI's current price of $309.80, Brandywine Oak Private Wealth LLC's estimated gain on his VTI holdings is $1.28 Mil, reflecting a 37.85% gain to date.
Brandywine Oak Private Wealth LLC VTI ($309.80) Holding Chart
Brandywine Oak Private Wealth LLC VTI ($309.80) 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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