Cherry Tree Wealth Management, LLC Vanguard Utilities ETF Transaction History

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 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 3,229 shares of VPU stock, worth $558,100. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,229
Previous 3,397 4.95%
Holding current value
$558,100
Previous $484 Million 1.39%
% of portfolio
0.12%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
548
Shares Held
12.6M
Call Options Held
37.4K
Put Options Held
9.9K
View Full List

About VANGUARD UTILITIES ETF

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