Brass Tax Wealth Management, Inc Vanguard Mid 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 Mid Cap ETF stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 2,532 shares of VO stock, worth $645,457. This represents 0.27% of its overall portfolio holdings.
Number of Shares
2,532
Previous 2,555
0.9%
Holding current value
$645,457
Previous $619 Million
99.89%
% of portfolio
0.27%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,301Shares Held
188MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.71 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.45 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.22 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.06 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$1.96 Billion0.15% of portfolio