Brass Tax Wealth Management, Inc Vanguard Dividend Appreciation Transaction History
Brass Tax Wealth Management, Inc
- $476 Billion
- Q1 2025
A detailed history of Brass Tax Wealth Management, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 1,185 shares of VIG stock, worth $215,847. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,185
Previous 1,185
-0.0%
Holding current value
$215,847
Previous $232 Million
0.94%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding VIG
# of Institutions
2,510Shares Held
216MCall Options Held
578KPut Options Held
196K-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.71MShares$1.77 Billion0.03% of portfolio
-
Wealthfront Advisers LLC7.6MShares$1.38 Billion3.96% of portfolio