A detailed history of Brandywine Oak Private Wealth LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 1,005,548 shares of VGIT stock, worth $59.1 Million. This represents 6.02% of its overall portfolio holdings.

Number of Shares
1,005,548
Previous 726,731 38.37%
Holding current value
$59.1 Million
Previous $42.6 Million 37.61%
% of portfolio
6.02%
Previous 4.44%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$57.14 - $58.53 $15.9 Million - $16.3 Million
278,817 Added 38.37%
1,005,548 $58.6 Million
Q1 2024

May 07, 2024

BUY
$58.07 - $59.52 $1.3 Million - $1.33 Million
22,340 Added 3.17%
726,731 $42.6 Million
Q4 2023

Feb 05, 2024

BUY
$56.15 - $59.51 $335,945 - $356,048
5,983 Added 0.86%
704,391 $41.8 Million
Q3 2023

Nov 14, 2023

BUY
$56.93 - $59.05 $23.8 Million - $24.7 Million
418,552 Added 149.56%
698,408 $39.9 Million
Q2 2023

Aug 11, 2023

BUY
$58.61 - $60.65 $616,928 - $638,401
10,526 Added 3.91%
279,856 $16.4 Million
Q1 2023

May 10, 2023

BUY
$57.72 - $60.39 $15.5 Million - $16.3 Million
269,330 New
269,330 $16.1 Million

Others Institutions Holding VGIT

About VANGUARD INTERMEDIATE-TERM TRE


  • Ticker VGIT
  • Sector ETFs
  • Industry ETFs
More about VGIT
Track This Portfolio

Track Brandywine Oak Private Wealth LLC Portfolio

Follow Brandywine Oak Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brandywine Oak Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brandywine Oak Private Wealth LLC with notifications on news.