Cherry Tree Wealth Management, LLC Vanguard Growth ETF Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,483 shares of VUG stock, worth $1.68 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
3,483
Previous 3,560
2.16%
Holding current value
$1.68 Million
Previous $1.32 Billion
15.67%
% of portfolio
0.35%
Previous 0.32%
Shares
9 transactions
Others Institutions Holding VUG
# of Institutions
2,764Shares Held
281MCall Options Held
361KPut Options Held
468K-
Bank Of America Corp Charlotte, NC49.4MShares$23.8 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.9 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$7.01 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.42 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.91 Billion1.09% of portfolio