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 $38,509. This represents 0.01% of its overall portfolio holdings.

Number of Shares
193
Previous 198 2.53%
Holding current value
$38,509
Previous $37.9 Million 7.09%
% of portfolio
0.01%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Ruedi Wealth Management, Inc. Portfolio

Follow Ruedi Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ruedi Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ruedi Wealth Management, Inc. with notifications on news.