Brandywine Oak Private Wealth LLC VTV Holdings History
Brandywine Oak Private Wealth LLC's Vanguard Value ETF Holding Summary
As of 2025-06-30, Brandywine Oak Private Wealth LLC held 672,510.00 shares of Vanguard Value ETF(VTV), totaling $118.86 Mil. This investment constitutes 11% of their stock portfolio, and Brandywine Oak Private Wealth LLC now holds 0.09% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2018Q4. And since then Brandywine Oak Private Wealth LLC has made 12 purchases of VTV, at an average price of $141.30, for a total of 699,570.00 shares. In addition, there have been 6 sales at an average price of $145.20 for 27,060.00 shares. Based on historical transaction data and VTV's current price of $179.89, Brandywine Oak Private Wealth LLC's estimated gain on his VTV holdings is $26.06 Mil, reflecting a 26.36% gain to date.
Brandywine Oak Private Wealth LLC VTV ($179.89) Holding Chart
Brandywine Oak Private Wealth LLC VTV ($179.89) 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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