Cherry Tree Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,537 shares of VIG stock, worth $462,114. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,537
Previous 2,537 -0.0%
Holding current value
$462,114
Previous $463 Million 0.03%
% of portfolio
0.12%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
BUY
$155.38 - $166.95 $111,718 - $120,037
719 Added 39.55%
2,537 $394 Million
Q2 2023

Aug 09, 2023
BUY
$152.74 - $162.43 $277,681 - $295,297
1,818 New
1,818 $295 Million

Others Institutions Holding VIG

# of Institutions
2,192
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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