Cherry Tree Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 440 shares of VO stock, worth $121,748. This represents 0.03% of its overall portfolio holdings.

Number of Shares
440
Previous 481 8.52%
Holding current value
$121,748
Previous $120 Million 11.37%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
SELL
$234.99 - $248.98 $9,634 - $10,208
-41 Reduced 8.52%
440 $107 Million
Q3 2023

Nov 14, 2023
BUY
$206.6 - $228.23 $53,509 - $59,111
259 Added 116.67%
481 $100 Million
Q2 2023

Aug 09, 2023
BUY
$203.43 - $220.16 $45,161 - $48,875
222 New
222 $48.9 Million

Others Institutions Holding VO

# of Institutions
2,051
Shares Held
172M
Call Options Held
62.2K
Put Options Held
110K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email