Brandywine Oak Private Wealth LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Brandywine Oak Private Wealth LLC

$1.08 Billion
Q2 2025

A detailed history of Brandywine Oak Private Wealth LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 191,871 shares of VTEB stock, worth $9.37 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

191,871

Previous 106,284 80.53%

Holding current value

$9.37 Million

Previous $5.27 Million 78.4%

% of portfolio

0.87%

Previous 0.52%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$48.13 - $49.85 $4.12 Million - $4.27 Million	85,587 Added 80.53%	191,871 $9.41 Million
Q1 2025 May 07, 2025	SELL	$49.25 - $50.66 $314,018 - $323,008	-6,376 Reduced 5.66%	106,284 $5.27 Million
Q4 2024 Jan 27, 2025	SELL	$49.79 - $51.14 $272,948 - $280,349	-5,482 Reduced 4.64%	112,660 $5.65 Million
Q3 2024 Nov 07, 2024	BUY	$49.93 - $51.15 $212,901 - $218,103	4,264 Added 3.74%	118,142 $6.04 Million
Q2 2024 Jul 30, 2024	BUY	$49.55 - $50.44 $205,285 - $208,972	4,143 Added 3.78%	113,878 $5.71 Million
Q1 2024 May 07, 2024	BUY	$50.36 - $51.06 $100,115 - $101,507	1,988 Added 1.85%	109,735 $5.55 Million
Q4 2023 Feb 05, 2024	BUY	$47.36 - $51.14 $149,894 - $161,858	3,165 Added 3.03%	107,747 $5.5 Million
Q3 2023 Nov 14, 2023	BUY	$48.03 - $50.5 $87,846 - $92,364	1,829 Added 1.78%	104,582 $5.03 Million
Q2 2023 Aug 11, 2023	SELL	$49.5 - $51.06 $148,747 - $153,435	-3,005 Reduced 2.84%	102,753 $5.16 Million
Q1 2023 May 10, 2023	SELL	$49.32 - $51.02 $122,461 - $126,682	-2,483 Reduced 2.29%	105,758 $5.36 Million
Q4 2022 Feb 06, 2023	SELL	$47.5 - $50.06 $1.09 Million - $1.15 Million	-22,982 Reduced 17.51%	108,241 $5.36 Million
Q3 2022 Nov 10, 2022	SELL	$48.11 - $51.14 $640,247 - $680,571	-13,308 Reduced 9.21%	131,223 $6.32 Million
Q2 2022 Jul 22, 2022	BUY	$49.13 - $51.51 $6.68 Million - $7 Million	135,939 Added 1582.16%	144,531 $7.22 Million
Q1 2022 May 02, 2022	SELL	$51.44 - $54.88 $7,098 - $7,573	-138 Reduced 1.58%	8,592 $442,000
Q4 2021 Feb 07, 2022	BUY	$54.5 - $55.03 $24,852 - $25,093	456 Added 5.51%	8,730 $479,000
Q3 2021 Oct 18, 2021	BUY	$54.77 - $55.59 $18,950 - $19,234	346 Added 4.36%	8,274 $453,000
Q2 2021 Aug 09, 2021	BUY	$54.58 - $55.46 $17,083 - $17,358	313 Added 4.11%	7,928 $438,000
Q1 2021 May 06, 2021	BUY	$54.36 - $55.51 $6,958 - $7,105	128 Added 1.71%	7,615 $416,000
Q1 2020 May 06, 2020	BUY	$45.81 - $55.19 $127,214 - $153,262	2,777 Added 58.96%	7,487 $396,000
Q4 2019 Jan 28, 2020	SELL	$53.19 - $53.86 $24,892 - $25,206	-468 Reduced 9.04%	4,710 $252,000
Q2 2019 Jul 22, 2019	BUY	N/A	670 Added 14.86%	5,178 $274,000
Q4 2018 Feb 14, 2019	BUY	N/A	4,508 New	4,508 $230,000

Others Institutions Holding VTEB

# of Institutions

1,324

Shares Held

559M

Call Options Held

16.3K

Put Options Held

422K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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Brandywine Oak Private Wealth LLC Vanguard Mun Bd Fds Tax Exempt Transaction History