Cherry Tree Wealth Management, LLC Sells in Q4 2024

Cherry Tree Wealth Management, LLC

  • $404 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
-601
- 0.22%
$47.57 - $52.44 $28.6K - $31.5K
270K $12.9B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.89K
- 0.67%
$71.75 - $75.11 $135K - $142K
279K $20B
FNDF
Schwab Fundamental Intl Large

ETFs
-1.81K
- 0.81%
$32.92 - $37.15 $59.5K - $67.1K
220K $7.32B
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.01K
- 0.68%
$57.29 - $63.1 $57.6K - $63.5K
147K $8.44B
SPIB
Spdr Portfolio Intermediate Te

ETFs
-6.64K
- 0.97%
$32.65 - $33.68 $217K - $223K
680K $22.3B
VTV
Vanguard Value ETF

ETFs
-1.9K
- 1.91%
$168.32 - $181.87 $320K - $346K
97.8K $16.6B
FNDC
Schwab Fundamental Intl Small

ETFs
-433
- 0.25%
$33.92 - $38.03 $14.7K - $16.5K
176K $6.01B
VGIT
Vanguard Intermediate Term Tre

ETFs
-9.19K
- 22.48%
$57.78 - $60.4 $531K - $555K
31.7K $1.84B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.56K
- 1.71%
$67.29 - $73.38 $105K - $115K
89.6K $6.08B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-5.48K
- 4.73%
$77.02 - $78.58 $422K - $430K
110K $8.52B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-926
- 0.74%
$44.04 - $49.49 $40.8K - $45.8K
125K $5.51B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-5.33K
- 6.39%
$69.58 - $74.87 $371K - $399K
78.1K $5.46B
VNQ
Vanguard Specialized Funds Van

ETFs
-556
- 1.1%
$87.85 - $98.6 $48.8K - $54.8K
50K $4.45B
AVEM
American Centy ETF Tr Avantis

ETFs
-646
- 0.96%
$58.59 - $66.14 $37.8K - $42.7K
66.9K $3.93B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.85K
- 1.35%
$77.86 - $79.27 $144K - $147K
135K $10.6B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-11.4K
- 3.3%
$33.92 - $36.6 $385K - $416K
333K $11.5B
IVV
Ishares Core S&P 500 ETF

ETFs
-935
- 4.07%
$570.51 - $610.59 $533K - $571K
22K $13B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.43K
- 1.5%
$126.68 - $134.74 $182K - $193K
94.2K $12B
VBR
Vanguard Small Cap Value ETF

ETFs
-354
- 0.61%
$197.36 - $217.3 $69.9K - $76.9K
57.3K $11.4B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.37K
- 1.58%
$40.38 - $44.35 $95.7K - $105K
148K $6.05B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-884
- 3.2%
$96.64 - $101.23 $85.4K - $89.5K
26.7K $2.59B
FLRN
Spdr Bloomberg Investment Grad

ETFs
-4.92K
- 1.36%
$30.67 - $30.84 $151K - $152K
358K $11B
DFAT
Dimensional ETF Tr U S Target

ETFs
-3.53K
- 3.41%
$54.54 - $61.04 $192K - $215K
99.8K $5.56B
DNP
Dnp Select Income Fund Inc

Financial Services
-8K
- 10.08%
$8.82 - $9.96 $70.6K - $79.7K
71.4K $629M
VTI
Vanguard Total Stock Market Et

ETFs
-845
- 6.19%
$280.04 - $302.45 $237K - $256K
12.8K $3.71B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.16K
- 3.56%
$57.53 - $60.83 $66.8K - $70.6K
31.5K $1.81B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-816
- 5.34%
$88.59 - $94.57 $72.3K - $77.2K
14.5K $1.28B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-1.95K
- 19.94%
$50.73 - $51.08 $98.7K - $99.4K
7.81K $398M
MSFT
Microsoft Corp

Technology
-52
- 0.66%
$406.35 - $454.46 $21.1K - $23.6K
7.85K $3.31B
VNQI
Vanguard Global Ex U.S. Real

ETFs
-628
- 8.59%
$39.22 - $47.52 $24.6K - $29.8K
6.68K $264M
PSLV
Sprott Physical Silver Trust

Financial Services
-5K
- 14.71%
$9.65 - $11.76 $48.3K - $58.8K
29K $280M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-496
- 7.55%
$70.1 - $76.53 $34.8K - $38K
6.08K $430M
IWM
Ishares Russell 2000 ETF

ETFs
-326
- 12.56%
$216.13 - $242.4 $70.5K - $79K
2.27K $502M
CVS
Cvs Health Corp

Healthcare
-936
- 72.61%
$43.78 - $67.46 $41K - $63.1K
353 $15.8M
EFV
Msci Eafe Value ETF

ETFs
-202
- 2.05%
$51.78 - $57.15 $10.5K - $11.5K
9.67K $507M
IWY
Ishares Tr Russell 200 Growth

ETFs
-300
- 41.96%
$216.72 - $244.71 $65K - $73.4K
415 $97.6M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-437
- 9.3%
$62.71 - $68.47 $27.4K - $29.9K
4.26K $268M
HRL
Hormel Foods Corp

Consumer Defensive
-1.49K
- 9.81%
$29.21 - $33.55 $43.6K - $50.1K
13.7K $431M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-1.8K
- 13.78%
$24.61 - $25.12 $44.4K - $45.3K
11.3K $279M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-318
- 57.5%
$172.07 - $207.36 $54.7K - $65.9K
235 $46.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-184
- 4.48%
$75.1 - $82.99 $13.8K - $15.3K
3.92K $296M
VIG
Vanguard Dividend Appreciation

ETFs
-205
- 7.6%
N/A
2.49K $488M
NAT
Nordic American Tankers LTD

Industrials
-3.5K
- 11.08%
N/A
28.1K $70.3M
ICLN
Ishares

ETFs
-2.9K
- 90.25%
$11.35 - $14.51 $32.9K - $42K
313 $3.57M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-1.15K
- 6.14%
$21.66 - $22.69 $24.9K - $26.1K
17.6K $383M
IYW
Ishares Dj Us Tech ETF

ETFs
-315
- 26.18%
$148.14 - $166.23 $46.7K - $52.4K
888 $142M
SUB
Ishares Short Term National Mu

ETFs
-345
- 7.5%
$104.94 - $106.2 $36.2K - $36.6K
4.26K $449M
DHS
Wisdomtree Tr U.S

ETFs
-333
- 1.86%
$92.66 - $100.58 $30.9K - $33.5K
17.6K $1.64B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-84
- 34.15%
$417.69 - $450.94 $35.1K - $37.9K
162 $68.9M
Activity Summary
Buys All Purchases 153 New Holdings 44 Increased Positions 109 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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