Cherry Tree Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Cherry Tree Wealth Management, LLC

$404 Billion
Q4 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 80,052 shares of VTEB stock, worth $4.02 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

80,052

Previous 75,741 5.69%

Holding current value

$4.02 Million

Previous $3.87 Billion 3.64%

% of portfolio

0.99%

Previous 0.92%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$49.79 - $51.14 $214,644 - $220,464	4,311 Added 5.69%	80,052 $4.01 Billion
Q3 2024 Nov 12, 2024	BUY	$49.93 - $51.15 $21,270 - $21,789	426 Added 0.57%	75,741 $3.87 Billion
Q2 2024 Aug 06, 2024	BUY	$49.55 - $50.44 $669,668 - $681,696	13,515 Added 21.87%	75,315 $3.77 Billion
Q1 2024 May 01, 2024	BUY	$50.36 - $51.06 $478,268 - $484,916	9,497 Added 18.16%	61,800 $3.13 Billion
Q4 2023 Feb 06, 2024	BUY	$47.36 - $51.14 $223,444 - $241,278	4,718 Added 9.91%	52,303 $2.67 Billion
Q3 2023 Nov 14, 2023	BUY	$48.03 - $50.5 $694,657 - $730,381	14,463 Added 43.67%	47,585 $2.29 Billion
Q2 2023 Aug 09, 2023	BUY	$49.5 - $51.06 $1.64 Million - $1.69 Million	33,122 New	33,122 $1.66 Billion

Others Institutions Holding VTEB

# of Institutions

1,286

Shares Held

542M

Call Options Held

34.6K

Put Options Held

62.2K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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Cherry Tree Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History