Cherry Tree Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 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 $124,973. This represents 0.03% of its overall portfolio holdings.
Number of Shares
440
Previous 440
-0.0%
Holding current value
$124,973
Previous $107 Million
8.98%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,090Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.33 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.57 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$4.11 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.32 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.09 Billion0.14% of portfolio