Cherry Tree Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History

Cherry Tree Wealth Management, LLC

$404 Billion
Q4 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 94,168 shares of VYM stock, worth $12.6 Million. This represents 2.97% of its overall portfolio holdings.

Number of Shares

94,168

Previous 95,602 1.5%

Holding current value

$12.6 Million

Previous $12.3 Billion 1.97%

% of portfolio

2.97%

Previous 2.91%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$126.68 - $134.74 $181,659 - $193,217	-1,434 Reduced 1.5%	94,168 $12 Billion
Q3 2024 Nov 12, 2024	SELL	$117.9 - $128.2 $351,106 - $381,779	-2,978 Reduced 3.02%	95,602 $12.3 Billion
Q2 2024 Aug 06, 2024	SELL	$114.71 - $121.51 $191,106 - $202,435	-1,666 Reduced 1.66%	98,580 $11.7 Billion
Q1 2024 May 01, 2024	BUY	$109.98 - $120.99 $389,549 - $428,546	3,542 Added 3.66%	100,246 $12.1 Billion
Q4 2023 Feb 06, 2024	SELL	$98.71 - $111.84 $518,721 - $587,719	-5,255 Reduced 5.15%	96,704 $10.8 Billion
Q3 2023 Nov 14, 2023	BUY	$103.32 - $110.34 $170,374 - $181,950	1,649 Added 1.64%	101,959 $10.5 Billion
Q2 2023 Aug 09, 2023	BUY	$101.36 - $107.68 $10.2 Million - $10.8 Million	100,310 New	100,310 $10.6 Billion

Others Institutions Holding VYM

# of Institutions

1,922

Shares Held

194M

Call Options Held

843K

Put Options Held

340K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
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Cherry Tree Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History