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 $628,125. This represents 0.25% of its overall portfolio holdings.
Number of Shares
3,165
Previous 3,165
-0.0%
Holding current value
$628,125
Previous $578 Million
99.89%
% of portfolio
0.25%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,547Shares Held
92.4MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.66 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$758 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$746 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$734 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$473 Million0.49% of portfolio