Brandywine Oak Private Wealth LLC Vanguard Total World Stk Index Transaction History

Brandywine Oak Private Wealth LLC

  • $1.02 Billion
  • Q1 2025

A detailed history of Brandywine Oak Private Wealth LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 6,229 shares of VT stock, worth $767,599. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,229
Previous 6,192 0.6%
Holding current value
$767,599
Previous $727,000 0.69%
% of portfolio
0.07%
Previous 0.07%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$115.08 - $123.97 $4,257 - $4,586
37 Added 0.6%
6,229 $722,000
Q4 2024

Jan 27, 2025
BUY
$117.09 - $123.07 $2,224 - $2,338
19 Added 0.31%
6,192 $727,000
Q3 2024

Nov 07, 2024
SELL
$107.72 - $119.96 $44,272 - $49,303
-411 Reduced 6.24%
6,173 $738,000
Q2 2024

Jul 30, 2024
BUY
$104.94 - $113.51 $1,574 - $1,702
15 Added 0.23%
6,584 $741,000
Q1 2024

May 07, 2024
BUY
$100.68 - $110.5 $1,208 - $1,326
12 Added 0.18%
6,569 $725,000
Q4 2023

Feb 05, 2024
BUY
$88.97 - $103.1 $2,046 - $2,371
23 Added 0.35%
6,557 $674,000
Q3 2023

Nov 14, 2023
SELL
$92.79 - $100.59 $128,421 - $139,216
-1,384 Reduced 17.48%
6,534 $608,000
Q2 2023

Aug 11, 2023
BUY
$91.33 - $98.06 $1,826 - $1,961
20 Added 0.25%
7,918 $767,000
Q1 2023

May 10, 2023
BUY
$86.24 - $94.55 $117,717 - $129,060
1,365 Added 20.89%
7,898 $727,000
Q4 2022

Feb 06, 2023
SELL
$78.67 - $91.07 $265,196 - $306,996
-3,371 Reduced 34.04%
6,533 $563,000
Q3 2022

Nov 10, 2022
BUY
$78.88 - $94.48 $2,681 - $3,212
34 Added 0.34%
9,904 $781,000
Q2 2022

Jul 22, 2022
BUY
$83.88 - $102.77 $417,890 - $512,000
4,982 Added 101.92%
9,870 $842,000
Q1 2022

May 02, 2022
BUY
$93.8 - $108.09 $131,320 - $151,326
1,400 Added 40.14%
4,888 $495,000
Q4 2021

Feb 07, 2022
BUY
$101.45 - $109.23 $25,768 - $27,744
254 Added 7.85%
3,488 $374,000
Q3 2021

Oct 18, 2021
BUY
$101.52 - $107.65 $51,673 - $54,793
509 Added 18.68%
3,234 $329,000
Q2 2021

Aug 09, 2021
BUY
$98.57 - $104.51 $985 - $1,045
10 Added 0.37%
2,725 $282,000
Q1 2021

May 06, 2021
BUY
$92.05 - $98.71 $460 - $493
5 Added 0.18%
2,715 $264,000
Q4 2020

Feb 08, 2021
BUY
$78.99 - $92.58 $1,026 - $1,203
13 Added 0.48%
2,710 $250,000
Q3 2020

Oct 16, 2020
BUY
$75.3 - $85.07 $753 - $850
10 Added 0.37%
2,697 $217,000
Q2 2020

Aug 06, 2020
SELL
$60.03 - $78.43 $134,947 - $176,310
-2,248 Reduced 45.55%
2,687 $201,000
Q1 2020

May 06, 2020
BUY
$54.48 - $83.17 $268,858 - $410,443
4,935 New
4,935 $309,000
Q1 2019

May 09, 2019
SELL
N/A
-137 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
N/A
137 New
137 $8,000

Others Institutions Holding VT

# of Institutions
1,107
Shares Held
110M
Call Options Held
337K
Put Options Held
118K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

VT Quotes by TradingView
  • Ticker VT
  • Sector ETFs
  • Industry ETFs
More about VT
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.

Choose your preferred platform and Sign Up 👇 Telegram Email