Cherry Tree Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 9,324 shares of ESGV stock, worth $994,124. This represents 0.23% of its overall portfolio holdings.

Number of Shares
9,324
Previous 9,474 1.58%
Holding current value
$994,124
Previous $883 Million 2.04%
% of portfolio
0.23%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
SELL
$87.24 - $97.37 $13,086 - $14,605
-150 Reduced 1.58%
9,324 $901 Million
Q1 2024

May 01, 2024
SELL
$83.14 - $93.19 $34,503 - $38,673
-415 Reduced 4.2%
9,474 $883 Million
Q4 2023

Feb 06, 2024
BUY
$71.95 - $85.41 $3,237 - $3,843
45 Added 0.46%
9,889 $841 Million
Q3 2023

Nov 14, 2023
SELL
$74.65 - $81.1 $79,278 - $86,128
-1,062 Reduced 9.74%
9,844 $740 Million
Q2 2023

Aug 09, 2023
BUY
$70.39 - $78.35 $767,673 - $854,485
10,906 New
10,906 $854 Million

Others Institutions Holding ESGV

# of Institutions
530
Shares Held
30.8M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG U.S. STO

ESGV Quotes by TradingView
  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
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