Cherry Tree Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
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 9,324 shares of ESGV stock, worth $939,020. This represents 0.23% of its overall portfolio holdings.
Number of Shares
9,324
Previous 9,474
1.58%
Holding current value
$939,020
Previous $883 Million
2.04%
% of portfolio
0.23%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding ESGV
# of Institutions
515Shares Held
30MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA6.73MShares$678 Million0.01% of portfolio
-
Visa Foundation1.72MShares$173 Million70.92% of portfolio
-
Creative Planning Overland Park, KS1.18MShares$119 Million0.12% of portfolio
-
Wealthfront Advisers LLC1.08MShares$109 Million0.35% of portfolio
-
Morgan Stanley New York, NY833KShares$83.8 Million0.01% of portfolio