Brass Tax Wealth Management, Inc Vanguard Small Cap Value 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 Value ETF stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 3,165 shares of VBR stock, worth $587,202. This represents 0.25% of its overall portfolio holdings.
Number of Shares
3,165
Previous 3,165
-0.0%
Holding current value
$587,202
Previous $578 Million
99.89%
% of portfolio
0.25%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,708Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.42 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$742 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$716 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$658 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$445 Million0.45% of portfolio