Brandywine Oak Private Wealth LLC Vanguard Sht Trm Inflt Prot Fd Transaction History

Brandywine Oak Private Wealth LLC

$1.03 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 06, 2023	SELL	$46.71 - $48.22 $15,180 - $15,671	-325 Reduced 4.73%	6,541 $305,000
Q3 2022 Nov 10, 2022	BUY	$48.11 - $50.34 $3,608 - $3,775	75 Added 1.1%	6,866 $330,000
Q2 2022 Jul 22, 2022	BUY	$50.05 - $51.06 $2,552 - $2,604	51 Added 0.76%	6,791 $340,000
Q1 2022 May 02, 2022	BUY	$50.6 - $52.11 $123,109 - $126,783	2,433 Added 56.49%	6,740 $345,000
Q4 2021 Feb 07, 2022	BUY	$51.18 - $52.61 $2,098 - $2,157	41 Added 0.96%	4,307 $221,000
Q3 2021 Oct 18, 2021	BUY	$51.92 - $52.8 $519 - $528	10 Added 0.23%	4,266 $224,000
Q2 2021 Aug 09, 2021	BUY	$51.54 - $52.44 $219,354 - $223,184	4,256 New	4,256 $223,000
Q1 2019 May 09, 2019	SELL	N/A	-140,479 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	140,479 New	140,479 $6.66 Million

Others Institutions Holding VTIP

# of Institutions

752

Shares Held

138M

Call Options Held

21.1K

Put Options Held

1.9K

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