BOPW
Brandywine Oak Private Wealth’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $59.9M | Buy |
1,002,142
+12,406
| +1% | +$742K | 5.55% | 4 |
|
2025
Q1 | $58.8M | Sell |
989,736
-1,283
| -0.1% | -$76.2K | 5.77% | 4 |
|
2024
Q4 | $57.5M | Sell |
991,019
-21,445
| -2% | -$1.24M | 5.62% | 4 |
|
2024
Q3 | $61.2M | Buy |
1,012,464
+6,916
| +0.7% | +$418K | 5.92% | 4 |
|
2024
Q2 | $58.6M | Buy |
1,005,548
+278,817
| +38% | +$16.2M | 6.01% | 4 |
|
2024
Q1 | $42.5M | Buy |
726,731
+22,340
| +3% | +$1.31M | 4.43% | 5 |
|
2023
Q4 | $41.8M | Buy |
704,391
+5,983
| +0.9% | +$355K | 4.64% | 6 |
|
2023
Q3 | $39.9M | Buy |
698,408
+418,552
| +150% | +$23.9M | 4.68% | 5 |
|
2023
Q2 | $16.4M | Buy |
279,856
+10,526
| +4% | +$617K | 1.84% | 14 |
|
2023
Q1 | $16.1M | Buy |
+269,330
| New | +$16.1M | 1.88% | 13 |
|