Cherry Tree Wealth Management, LLC Vanguard Wellington Fd Us Mult Transaction History

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,091 shares of VFMF stock, worth $291,987. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,091
Previous 2,162 3.28%
Holding current value
$291,987
Previous $265 Million 3.03%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Nov 12, 2024
SELL
$119.93 - $131.26 $8,515 - $9,319
-71 Reduced 3.28%
2,091 $273 Million
Q2 2024

Aug 06, 2024
BUY
$118.86 - $126.62 $19,017 - $20,259
160 Added 7.99%
2,162 $265 Million
Q4 2023

Feb 06, 2024
SELL
$97.57 - $116.14 $4,293 - $5,110
-44 Reduced 2.15%
2,002 $230 Million
Q2 2023

Aug 09, 2023
BUY
$94.37 - $103.91 $193,081 - $212,599
2,046 New
2,046 $213 Million

Others Institutions Holding VFMF

# of Institutions
67
Shares Held
1.09M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD US MULT

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