Ruedi Wealth Management, Inc. Vanguard Specialized Funds Van Transaction History

Ruedi Wealth Management, Inc.

$291 Billion
Q3 2024

A detailed history of Ruedi Wealth Management, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 8,488 shares of VNQ stock, worth $816,885. This represents 0.28% of its overall portfolio holdings.

Number of Shares

8,488

Previous 9,569 11.3%

Holding current value

$816,885

Previous $802 Million 3.17%

% of portfolio

0.28%

Previous 0.32%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$82.97 - $98.97 $89,690 - $106,986	-1,081 Reduced 11.3%	8,488 $827 Million
Q2 2024 Jul 17, 2024	SELL	$78.61 - $85.97 $21,774 - $23,813	-277 Reduced 2.81%	9,569 $802 Million
Q1 2024 May 06, 2024	BUY	$82.58 - $89.12 $5,780 - $6,238	70 Added 0.72%	9,846 $851 Million
Q4 2023 Jan 25, 2024	BUY	$71.05 - $89.54 $290,523 - $366,129	4,089 Added 71.9%	9,776 $864 Million
Q3 2023 Oct 26, 2023	BUY	$75.44 - $86.89 $9,656 - $11,121	128 Added 2.3%	5,687 $430 Million
Q2 2023 Jul 27, 2023	BUY	$78.4 - $83.98 $3,292 - $3,527	42 Added 0.76%	5,559 $464 Million
Q1 2023 May 09, 2023	BUY	$77.59 - $93.7 $52,218 - $63,060	673 Added 13.89%	5,517 $458 Million
Q4 2022 Feb 21, 2023	BUY	$76.14 - $88.09 $368,822 - $426,707	4,844 New	4,844 $447 Million

Others Institutions Holding VNQ

# of Institutions

1,824

Shares Held

242M

Call Options Held

1.22M

Put Options Held

1.53M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

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Ruedi Wealth Management, Inc. Vanguard Specialized Funds Van Transaction History