Cherry Tree Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History

Cherry Tree Wealth Management, LLC

  • $415 Billion
  • Q1 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 114,595 shares of BSV stock, worth $9.03 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares
114,595
Previous 110,256 3.94%
Holding current value
$9.03 Million
Previous $8.52 Billion 5.29%
% of portfolio
2.16%
Previous 2.11%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$76.94 - $78.28 $333,842 - $339,656
4,339 Added 3.94%
114,595 $8.97 Billion
Q4 2024

Feb 04, 2025
SELL
$77.02 - $78.58 $421,915 - $430,461
-5,478 Reduced 4.73%
110,256 $8.52 Billion
Q3 2024

Nov 12, 2024
SELL
$76.38 - $78.87 $329,197 - $339,929
-4,310 Reduced 3.59%
115,734 $9.11 Billion
Q2 2024

Aug 06, 2024
BUY
$75.81 - $76.76 $342,509 - $346,801
4,518 Added 3.91%
120,044 $9.21 Billion
Q1 2024

May 01, 2024
BUY
$76.34 - $77.25 $143,671 - $145,384
1,882 Added 1.66%
115,526 $8.86 Billion
Q4 2023

Feb 06, 2024
SELL
$74.64 - $77.03 $14,629 - $15,097
-196 Reduced 0.17%
113,644 $8.75 Billion
Q3 2023

Nov 14, 2023
SELL
$74.97 - $75.93 $522,540 - $529,232
-6,970 Reduced 5.77%
113,840 $8.56 Billion
Q2 2023

Aug 09, 2023
BUY
$75.52 - $76.97 $9.12 Million - $9.3 Million
120,810 New
120,810 $9.13 Billion

Others Institutions Holding BSV

# of Institutions
1,351
Shares Held
392M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC SHORT

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