Cherry Tree Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 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 57,326 shares of VBR stock, worth $10.5 Million. This represents 2.81% of its overall portfolio holdings.
Number of Shares
57,326
Previous 57,680
0.61%
Holding current value
$10.5 Million
Previous $11.6 Billion
1.9%
% of portfolio
2.81%
Previous 2.75%
Shares
7 transactions
Others Institutions Holding VBR
# of Institutions
1,709Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.38 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$732 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$706 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$649 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$439 Million0.45% of portfolio