Ruedi Wealth Management, Inc. Vanguard Transaction History
Ruedi Wealth Management, Inc.
- $254 Billion
- Q2 2024
A detailed history of Ruedi Wealth Management, Inc. transactions in Vanguard stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 13,790 shares of VGSH stock, worth $810,714. This represents 0.31% of its overall portfolio holdings.
Number of Shares
13,790
Previous 14,074
2.02%
Holding current value
$810,714
Previous $817 Million
2.15%
% of portfolio
0.31%
Previous 0.34%
Shares
7 transactions
Others Institutions Holding VGSH
# of Institutions
901Shares Held
232MCall Options Held
15.1KPut Options Held
44K-
Morgan Stanley New York, NY20.9MShares$1.23 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.14 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$470 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$402 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$386 Million0.14% of portfolio