Cherry Tree Wealth Management, LLC Vanguard Wellington Fd Us Mult Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 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 2,162 shares of VFMF stock, worth $281,989. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,162
Previous 2,002
7.99%
Holding current value
$281,989
Previous $254 Million
4.18%
% of portfolio
0.07%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding VFMF
# of Institutions
59Shares Held
1.08MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO312KShares$40.7 Million4.13% of portfolio
-
Envestnet Asset Management Inc237KShares$30.9 Million0.01% of portfolio
-
Opus Capital Group, LLC98KShares$12.8 Million1.71% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX75.7KShares$9.87 Million1.49% of portfolio
-
Umb Bank, N.A.61.7KShares$8.05 Million0.13% of portfolio