Ruedi Wealth Management, Inc. Vanguard Small Cap Value ETF Transaction History

Ruedi Wealth Management, Inc.

$291 Billion
Q3 2024

A detailed history of Ruedi Wealth Management, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 194 shares of VBR stock, worth $39,465. This represents 0.01% of its overall portfolio holdings.

Number of Shares

194

Previous 193 0.52%

Holding current value

$39,465

Previous $35.3 Million 10.57%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$179.99 - $201.6 $179 - $201	1 Added 0.52%	194 $39 Million
Q2 2024 Jul 17, 2024	SELL	$177.65 - $191.11 $888 - $955	-5 Reduced 2.53%	193 $35.3 Million
Q1 2024 May 06, 2024	SELL	$172.45 - $191.88 $8,450 - $9,402	-49 Reduced 19.84%	198 $37.9 Million
Q3 2023 Oct 26, 2023	SELL	$157.33 - $174.39 $471 - $523	-3 Reduced 1.2%	247 $39.4 Million
Q2 2023 Jul 27, 2023	SELL	$150.74 - $165.4 $1,055 - $1,157	-7 Reduced 2.72%	250 $41.4 Million
Q1 2023 May 09, 2023	BUY	$150.22 - $177.69 $12,468 - $14,748	83 Added 47.7%	257 $40.7 Million
Q4 2022 Feb 21, 2023	BUY	$147.25 - $169.54 $25,621 - $29,499	174 New	174 $49 Million

Others Institutions Holding VBR

# of Institutions

1,625

Shares Held

95.5M

Call Options Held

53.2K

Put Options Held

18.8K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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Ruedi Wealth Management, Inc. Vanguard Small Cap Value ETF Transaction History