BOPW
Brandywine Oak Private Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
8,678
+1,338
| +18% | +$407K | 0.24% | 53 |
|
|
2025
Q1 | $2.02M | Buy |
7,340
+2,644
| +56% | +$727K | 0.2% | 62 |
|
|
2024
Q4 | $1.36M | Sell |
4,696
-99
| -2% | -$28.7K | 0.13% | 81 |
|
|
2024
Q3 | $1.36M | Buy |
4,795
+162
| +3% | +$45.9K | 0.13% | 83 |
|
|
2024
Q2 | $1.24M | Buy |
4,633
+24
| +0.5% | +$6.42K | 0.13% | 79 |
|
|
2024
Q1 | $1.2M | Buy |
4,609
+357
| +8% | +$92.8K | 0.12% | 85 |
|
|
2023
Q4 | $1.01M | Sell |
4,252
-124
| -3% | -$29.4K | 0.11% | 94 |
|
|
2023
Q3 | $930K | Sell |
4,376
-164
| -4% | -$34.8K | 0.11% | 94 |
|
|
2023
Q2 | $1M | Sell |
4,540
-395
| -8% | -$87K | 0.11% | 91 |
|
|
2023
Q1 | $1.01M | Sell |
4,935
-35
| -0.7% | -$7.14K | 0.12% | 90 |
|
|
2022
Q4 | $950K | Buy |
4,970
+530
| +12% | +$101K | 0.12% | 96 |
|
|
2022
Q3 | $796K | Buy |
4,440
+54
| +1% | +$9.68K | 0.11% | 109 |
|
|
2022
Q2 | $827K | Buy |
4,386
+320
| +8% | +$60.3K | 0.11% | 123 |
|
|
2022
Q1 | $923K | Buy |
4,066
+139
| +4% | +$31.6K | 0.11% | 133 |
|
|
2021
Q4 | $983K | Sell |
3,927
-6,761
| -63% | -$1.69M | 0.11% | 136 |
|
|
2021
Q3 | $2.4M | Buy |
10,688
+26
| +0.2% | +$5.84K | 0.28% | 62 |
|
|
2021
Q2 | $2.38M | Buy |
10,662
+642
| +6% | +$143K | 0.28% | 61 |
|
|
2021
Q1 | $2.07M | Sell |
10,020
-1,340
| -12% | -$277K | 0.31% | 57 |
|
|
2020
Q4 | $2.21M | Buy |
11,360
+1,175
| +12% | +$229K | 0.34% | 50 |
|
|
2020
Q3 | $1.73M | Sell |
10,185
-1,589
| -13% | -$271K | 0.29% | 57 |
|
|
2020
Q2 | $1.86M | Buy |
11,774
+600
| +5% | +$94.6K | 0.33% | 51 |
|
|
2020
Q1 | $1.47M | Buy |
+11,174
| New | +$1.47M | 0.3% | 57 |
|
|
2019
Q1 | – | Sell |
-554
| Closed | -$70K | – | 625 |
|
|
2018
Q4 | $70K | Buy |
+554
| New | +$70K | 0.02% | 323 |
|