Brass Tax Wealth Management, Inc Vanguard Small Cap ETF Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 69,764 shares of VB stock, worth $17 Million. This represents 6.57% of its overall portfolio holdings.
Number of Shares
69,764
Previous 67,391
3.52%
Holding current value
$17 Million
Previous $14.7 Billion
99.89%
% of portfolio
6.57%
Previous 6.35%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.12 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.79 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.76 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.27 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio