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 $802,026. This represents 0.31% of its overall portfolio holdings.
Number of Shares
13,790
Previous 14,074
2.02%
Holding current value
$802,026
Previous $817 Million
2.15%
% of portfolio
0.31%
Previous 0.34%
Shares
7 transactions
Others Institutions Holding VGSH
# of Institutions
893Shares Held
241MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.91 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.27 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$398 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.81MShares$396 Million11.23% of portfolio
-
Envestnet Asset Management Inc6.73MShares$391 Million0.15% of portfolio