Brandywine Oak Private Wealth’s Vanguard Small-Cap ETF VB Stock Holding History

Brandywine Oak Private Wealth’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,209	Closed	-$213K	–	320
2022 Q2	$213K	Hold	1,209	–	–	0.03%	302
2022 Q1	$257K	Hold	1,209	–	–	0.03%	291
2021 Q4	$273K	Hold	1,209	–	–	0.03%	268
2021 Q3	$264K	Hold	1,209	–	–	0.03%	279
2021 Q2	$272K	Buy	1,209 +244	+25%	+$54.1K	0.03%	259
2021 Q1	$206K	Buy	+965	New	+$203K	0.03%	269
2019 Q1	–	Sell	-649	Closed	-$85K	–	598
2018 Q4	$85K	Buy	+649	New	+$94.5K	0.02%	304

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Brandywine Oak Private Wealth's VB Position: Q3 2022 in Review

Brandywine Oak Private Wealth sold out of Vanguard Small-Cap ETF (VB) in Q3 2022, closing a stake of 1,209 shares — an estimated $213K sold.

Brandywine Oak Private Wealth first reported a position in VB in Q4 2018 and held it in 7 quarters. The position peaked at $273K in Q4 2021. 1,531 funds tracked by Wall St. Rank hold VB as of Q3 2022.

Brandywine Oak Private Wealth reported no remaining Vanguard Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
Brandywine Oak Private Wealth sold 1,209 Vanguard Small-Cap ETF shares in Q3 2022, an estimated $213K.
Brandywine Oak Private Wealth first reported a position in Vanguard Small-Cap ETF in Q4 2018 and held it in 7 quarters.
Brandywine Oak Private Wealth's Vanguard Small-Cap ETF position peaked at $273K in Q4 2021.
1,531 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.