Brandywine Oak Private Wealth LLC VUG Holdings History
Brandywine Oak Private Wealth LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Brandywine Oak Private Wealth LLC held 231,567.00 shares of Vanguard Growth ETF(VUG), totaling $85.87 Mil. This investment constitutes 8.42% of their stock portfolio, and Brandywine Oak Private Wealth LLC now holds 0.06% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2018Q4. And since then Brandywine Oak Private Wealth LLC has made 15 purchases of VUG, at an average price of $248.46, for a total of 318,390.00 shares. In addition, there have been 10 sales at an average price of $296.87 for 86,823.00 shares. Based on historical transaction data and VUG's current price of $447.28, Brandywine Oak Private Wealth LLC's estimated gain on his VUG holdings is $50.24 Mil, reflecting a 63.51% gain to date.
Brandywine Oak Private Wealth LLC VUG ($447.28) Holding Chart
Brandywine Oak Private Wealth LLC VUG ($447.28) 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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