Brass Tax Wealth Management, Inc Vanguard Small Cap Value ETF Transaction History

Brass Tax Wealth Management, Inc

  • $476 Billion
  • Q1 2025

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 3,264 shares of VBR stock, worth $622,640. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,264
Previous 3,291 0.82%
Holding current value
$622,640
Previous $652 Million 6.77%
% of portfolio
0.13%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$183.02 - $207.75 $4,941 - $5,609
-27 Reduced 0.82%
3,264 $608 Million
Q4 2024

Apr 29, 2025
BUY
$197.36 - $217.3 $1,184 - $1,303
6 Added 0.18%
3,291 $652 Million
Q3 2024

Apr 29, 2025
BUY
$179.99 - $201.6 $21,598 - $24,192
120 Added 3.79%
3,285 $660 Million
Q2 2024

Dec 12, 2024
BUY
$177.65 - $191.11 $562,262 - $604,863
3,165 New
3,165 $578 Million
Q1 2024

Jul 31, 2024
BUY
$172.45 - $191.88 $550,632 - $612,672
3,193 New
3,193 $613 Million

Others Institutions Holding VBR

# of Institutions
1,704
Shares Held
92.7M
Call Options Held
42.9K
Put Options Held
7K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Brass Tax Wealth Management, Inc Portfolio

Follow Brass Tax Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brass Tax Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Brass Tax Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email