Cherry Tree Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Cherry Tree Wealth Management, LLC

$404 Billion
Q4 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,910 shares of VOO stock, worth $2.17 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

3,910

Previous 3,910 -0.0%

Holding current value

$2.17 Million

Previous $2.06 Billion 2.11%

% of portfolio

0.52%

Previous 0.49%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$455.1 - $504.28 $1,365 - $1,512	-3 Reduced 0.08%	3,910 $1.96 Billion
Q1 2024 May 01, 2024	BUY	$429.43 - $481.35 $593,472 - $665,225	1,382 Added 54.6%	3,913 $1.88 Billion
Q4 2023 Feb 06, 2024	BUY	$377.32 - $438.19 $26,789 - $31,111	71 Added 2.89%	2,531 $1.11 Billion
Q3 2023 Nov 14, 2023	SELL	$392.7 - $420.68 $97,782 - $104,749	-249 Reduced 9.19%	2,460 $966 Million
Q2 2023 Aug 09, 2023	BUY	$371.44 - $407.28 $1.01 Million - $1.1 Million	2,709 New	2,709 $1.1 Billion

Others Institutions Holding VOO

# of Institutions

3,301

Shares Held

442M

Call Options Held

2.08M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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Cherry Tree Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History