Ruedi Wealth Management, Inc. Vanguard Transaction History
Ruedi Wealth Management, Inc.
- $320 Billion
- Q1 2025
A detailed history of Ruedi Wealth Management, Inc. transactions in Vanguard stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 12,434 shares of VGSH stock, worth $729,129. This represents 0.23% of its overall portfolio holdings.
Number of Shares
12,434
Previous 12,933
3.86%
Holding current value
$729,129
Previous $752 Million
3.02%
% of portfolio
0.23%
Previous 0.24%
Shares
10 transactions
Others Institutions Holding VGSH
# of Institutions
1,024Shares Held
272MCall Options Held
6.2KPut Options Held
400-
Jpmorgan Chase & CO New York, NY43.5MShares$2.55 Billion0.2% of portfolio
-
Morgan Stanley New York, NY22.3MShares$1.3 Billion0.1% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$442 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC6.91MShares$405 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.27MShares$367 Million0.06% of portfolio