Ruedi Wealth Management, Inc. Vanguard Transaction History
Ruedi Wealth Management, Inc.
- $357 Billion
- Q3 2025
A detailed history of Ruedi Wealth Management, Inc. transactions in Vanguard stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 12,056 shares of VGSH stock, worth $707,928. This represents 0.2% of its overall portfolio holdings.
Number of Shares
12,056
Previous 12,288
1.89%
Holding current value
$707,928
Previous $722 Million
1.77%
% of portfolio
0.2%
Previous 0.21%
Shares
12 transactions
Others Institutions Holding VGSH
# of Institutions
1,064Shares Held
268MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC8.08MShares$474 Million11.18% of portfolio