Brass Tax Wealth Management, Inc Closed Positions in Q3 2024

Brass Tax Wealth Management, Inc

  • $252 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
-5.16K
Closed
$79.29 - $84.02 $409K - $434K
0 $0
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.25K
Closed
$162.64 - $179.3 $203K - $224K
0 $0
Activity Summary
Buys All Purchases 64 New Holdings 21 Increased Positions 43 Sells All Sells 45 Reductions 43 Sold out 2 Options Calls 0 Puts 0
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