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

Ruedi Wealth Management, Inc.

$317 Billion
Q4 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 193 shares of VBR stock, worth $36,326. This represents 0.01% of its overall portfolio holdings.

Number of Shares

193

Previous 194 0.52%

Holding current value

$36,326

Previous $39 Million 1.77%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$197.36 - $217.3 $197 - $217	-1 Reduced 0.52%	193 $38.3 Million
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

1,708

Shares Held

96.2M

Call Options Held

56.1K

Put Options Held

9.5K

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