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

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 2024

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 120,044 shares of BSV stock, worth $9.3 Million. This represents 2.31% of its overall portfolio holdings.

Number of Shares
120,044
Previous 115,526 3.91%
Holding current value
$9.3 Million
Previous $8.86 Billion 3.95%
% of portfolio
2.31%
Previous 2.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,222
Shares Held
372M
Call Options Held
3.2K
Put Options Held
96.7K
View Full List

About VANGUARD BD INDEX FD INC SHORT

BSV Quotes by TradingView
  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email