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

Nov 12, 2024

SELL
$179.99 - $201.6 $323,262 - $362,073
-1,796 Reduced 3.02%
57,680 $11.6 Billion
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

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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