Brass Tax Wealth Management, Inc Vanguard Transaction History
Brass Tax Wealth Management, Inc
- $476 Billion
- Q1 2025
A detailed history of Brass Tax Wealth Management, Inc transactions in Vanguard stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 4,623 shares of VGSH stock, worth $270,306. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,623Holding current value
$270,306% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
1,024Shares Held
272MCall Options Held
6.2KPut Options Held
400-
Jpmorgan Chase & CO New York, NY43.5MShares$2.54 Billion0.2% of portfolio
-
Morgan Stanley New York, NY22.3MShares$1.3 Billion0.1% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$441 Million12.2% of portfolio
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Bank Of America Corp Charlotte, NC6.91MShares$404 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.27MShares$366 Million0.06% of portfolio