Cherry Tree Wealth Management, LLC Vanguard Small Cap Value 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 Value ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 57,680 shares of VBR stock, worth $12 Million. This represents 2.75% of its overall portfolio holdings.
Number of Shares
57,680
Previous 59,476
3.02%
Holding current value
$12 Million
Previous $10.9 Billion
6.68%
% of portfolio
2.75%
Previous 2.73%
Shares
6 transactions
Others Institutions Holding VBR
# of Institutions
1,541Shares Held
93.4MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.83 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$793 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$780 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$768 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$495 Million0.49% of portfolio