Cherry Tree Wealth Management, LLC Vanguard Utilities ETF Transaction History

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,143 shares of VPU stock, worth $518,689. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,143
Previous 3,229 2.66%
Holding current value
$518,689
Previous $478 Million 14.53%
% of portfolio
0.13%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$146.64 - $174.54 $12,611 - $15,010
-86 Reduced 2.66%
3,143 $547 Million
Q2 2024

Aug 06, 2024
SELL
$136.04 - $157.94 $22,854 - $26,533
-168 Reduced 4.95%
3,229 $478 Million
Q1 2024

May 01, 2024
SELL
$129.56 - $142.58 $49,362 - $54,322
-381 Reduced 10.08%
3,397 $484 Million
Q4 2023

Feb 06, 2024
SELL
$121.65 - $142.23 $98,779 - $115,490
-812 Reduced 17.69%
3,778 $518 Million
Q3 2023

Nov 14, 2023
SELL
$127.23 - $148.54 $46,566 - $54,365
-366 Reduced 7.38%
4,590 $585 Million
Q2 2023

Aug 09, 2023
BUY
$140.07 - $152.05 $694,186 - $753,559
4,956 New
4,956 $705 Million

Others Institutions Holding VPU

# of Institutions
596
Shares Held
12.3M
Call Options Held
39.2K
Put Options Held
20.4K
View Full List

About VANGUARD UTILITIES ETF

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