Cherry Tree Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 41,845 shares of VB stock, worth $9.88 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
41,845
Previous 40,786
2.6%
Holding current value
$9.88 Million
Previous $9.32 Billion
2.14%
% of portfolio
2.29%
Previous 2.34%
Shares
5 transactions
Others Institutions Holding VB
# of Institutions
2,028Shares Held
146MCall Options Held
63.7KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC23.7MShares$5.6 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.7 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.66 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.18 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$1.04 Billion0.24% of portfolio