Cherry Tree Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 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 41,710 shares of VB stock, worth $10.2 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares
41,710
Previous 41,845 0.32%
Holding current value
$10.2 Million
Previous $9.12 Billion 8.44%
% of portfolio
2.35%
Previous 2.29%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$214.77 - $237.72 $28,993 - $32,092
-135 Reduced 0.32%
41,710 $9.89 Billion
Q2 2024

Aug 06, 2024
BUY
$210.76 - $226.94 $223,194 - $240,329
1,059 Added 2.6%
41,845 $9.12 Billion
Q1 2024

May 01, 2024
BUY
$204.0 - $228.59 $371,484 - $416,262
1,821 Added 4.67%
40,786 $9.32 Billion
Q4 2023

Feb 06, 2024
BUY
$175.26 - $215.9 $378,211 - $465,912
2,158 Added 5.86%
38,965 $8.31 Billion
Q3 2023

Nov 14, 2023
BUY
$186.24 - $208.75 $392,407 - $439,836
2,107 Added 6.07%
36,807 $6.96 Billion
Q2 2023

Aug 09, 2023
BUY
$181.26 - $198.89 $6.29 Million - $6.9 Million
34,700 New
34,700 $6.9 Billion

Others Institutions Holding VB

# of Institutions
2,108
Shares Held
150M
Call Options Held
102K
Put Options Held
107K
View Full List

About VANGUARD SMALL-CAP ETF

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