Ruedi Wealth Management, Inc. VTI Holdings History
Ruedi Wealth Management, Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Ruedi Wealth Management, Inc. held 4,723.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $1.30 Mil. This investment constitutes 0.41% of their stock portfolio, and Ruedi Wealth Management, Inc. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2022Q4. And since then Ruedi Wealth Management, Inc. has made 5 purchases of VTI, at an average price of $259.82, for a total of 7,468.00 shares. In addition, there have been 4 sales at an average price of $258.62 for 2,745.00 shares. Based on historical transaction data and VTI's current price of $311.25, Ruedi Wealth Management, Inc.'s estimated gain on his VTI holdings is $239,604.68, reflecting a 12.35% gain to date.
Ruedi Wealth Management, Inc. VTI ($311.25) Holding Chart
Ruedi Wealth Management, Inc. VTI ($311.25) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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