Cherry Tree Wealth Management, LLC Vanguard Small Cap Value 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 Value ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 59,476 shares of VBR stock, worth $11.9 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares
59,476
Previous 59,881 0.68%
Holding current value
$11.9 Million
Previous $11.5 Billion 5.52%
% of portfolio
2.73%
Previous 2.89%

Shares

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

Aug 06, 2024
SELL
$177.65 - $191.11 $71,948 - $77,399
-405 Reduced 0.68%
59,476 $10.9 Billion
Q1 2024

May 01, 2024
BUY
$172.45 - $191.88 $231,945 - $258,078
1,345 Added 2.3%
59,881 $11.5 Billion
Q4 2023

Feb 06, 2024
SELL
$149.18 - $181.94 $1.37 Million - $1.67 Million
-9,186 Reduced 13.56%
58,536 $10.5 Billion
Q3 2023

Nov 14, 2023
BUY
$157.33 - $174.39 $393,325 - $435,974
2,500 Added 3.83%
67,722 $10.8 Billion
Q2 2023

Aug 09, 2023
BUY
$150.74 - $165.4 $9.83 Million - $10.8 Million
65,222 New
65,222 $10.8 Billion

Others Institutions Holding VBR

# of Institutions
1,462
Shares Held
90.5M
Call Options Held
44.8K
Put Options Held
20.6K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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