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 $15.9 Million. This represents 6.57% of its overall portfolio holdings.
Number of Shares
69,764
Previous 67,391
3.52%
Holding current value
$15.9 Million
Previous $14.7 Billion
99.89%
% of portfolio
6.57%
Previous 6.35%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,332Shares Held
160MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.67 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.72 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.67 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.3 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.2 Billion0.42% of portfolio