Cherry Tree Wealth Management, LLC Vanguard Total World Stk Index Transaction History

Cherry Tree Wealth Management, LLC

  • $430 Billion
  • Q2 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 823 shares of VT stock, worth $108,479. This represents 0.02% of its overall portfolio holdings.

Number of Shares
823
Previous 818 0.61%
Holding current value
$108,479
Previous $94.8 Million 11.52%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$103.16 - $128.52 $515 - $642
5 Added 0.61%
823 $106 Million
Q3 2024

Nov 12, 2024
SELL
$107.72 - $119.96 $18,527 - $20,633
-172 Reduced 17.37%
818 $97.9 Million
Q2 2023

Aug 09, 2023
BUY
$91.33 - $98.06 $90,416 - $97,079
990 New
990 $96 Million

Others Institutions Holding VT

# of Institutions
1,137
Shares Held
113M
Call Options Held
310K
Put Options Held
91K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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