Cherry Tree Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Cherry Tree Wealth Management, LLC

$415 Billion
Q1 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 9,299 shares of ESGV stock, worth $968,490. This represents 0.22% of its overall portfolio holdings.

Number of Shares

9,299

Previous 9,256 0.46%

Holding current value

$968,490

Previous $971 Million 6.18%

% of portfolio

0.22%

Previous 0.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$96.93 - $109.51 $4,167 - $4,708	43 Added 0.46%	9,299 $911 Million
Q4 2024 Feb 04, 2025	SELL	$100.18 - $109.1 $6,611 - $7,200	-66 Reduced 0.71%	9,256 $971 Million
Q3 2024 Nov 12, 2024	SELL	$91.37 - $101.65 $182 - $203	-2 Reduced 0.02%	9,322 $948 Million
Q2 2024 Aug 06, 2024	SELL	$87.24 - $97.37 $13,086 - $14,605	-150 Reduced 1.58%	9,324 $901 Million
Q1 2024 May 01, 2024	SELL	$83.14 - $93.19 $34,503 - $38,673	-415 Reduced 4.2%	9,474 $883 Million
Q4 2023 Feb 06, 2024	BUY	$71.95 - $85.41 $3,237 - $3,843	45 Added 0.46%	9,889 $841 Million
Q3 2023 Nov 14, 2023	SELL	$74.65 - $81.1 $79,278 - $86,128	-1,062 Reduced 9.74%	9,844 $740 Million
Q2 2023 Aug 09, 2023	BUY	$70.39 - $78.35 $767,673 - $854,485	10,906 New	10,906 $854 Million

Others Institutions Holding ESGV

# of Institutions

633

Shares Held

30.6M

Call Options Held

Put Options Held

3.17K

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
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Cherry Tree Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History