Cherry Tree Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History

Cherry Tree Wealth Management, LLC

$422 Billion
Q3 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 115,734 shares of BSV stock, worth $8.94 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares

115,734

Previous 120,044 3.59%

Holding current value

$8.94 Million

Previous $9.21 Billion 1.09%

% of portfolio

2.16%

Previous 2.31%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$76.38 - $78.87 $329,197 - $339,929	-4,310 Reduced 3.59%	115,734 $9.11 Billion
Q2 2024 Aug 06, 2024	BUY	$75.81 - $76.76 $342,509 - $346,801	4,518 Added 3.91%	120,044 $9.21 Billion
Q1 2024 May 01, 2024	BUY	$76.34 - $77.25 $143,671 - $145,384	1,882 Added 1.66%	115,526 $8.86 Billion
Q4 2023 Feb 06, 2024	SELL	$74.64 - $77.03 $14,629 - $15,097	-196 Reduced 0.17%	113,644 $8.75 Billion
Q3 2023 Nov 14, 2023	SELL	$74.97 - $75.93 $522,540 - $529,232	-6,970 Reduced 5.77%	113,840 $8.56 Billion
Q2 2023 Aug 09, 2023	BUY	$75.52 - $76.97 $9.12 Million - $9.3 Million	120,810 New	120,810 $9.13 Billion

Others Institutions Holding BSV

# of Institutions

1,222

Shares Held

376M

Call Options Held

3.2K

Put Options Held

96.7K

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

More about BSV

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Cherry Tree Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History