Cherry Tree Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Cherry Tree Wealth Management, LLC

  • $415 Billion
  • Q1 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 42,699 shares of VB stock, worth $9.23 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares
42,699
Previous 41,641 2.54%
Holding current value
$9.23 Million
Previous $10 Billion 5.37%
% of portfolio
2.28%
Previous 2.48%

Shares

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

Apr 21, 2025
BUY
$217.89 - $252.64 $230,527 - $267,293
1,058 Added 2.54%
42,699 $9.47 Billion
Q4 2024

Feb 04, 2025
SELL
$233.76 - $261.58 $16,129 - $18,049
-69 Reduced 0.17%
41,641 $10 Billion
Q3 2024

Nov 12, 2024
SELL
$214.77 - $237.72 $28,993 - $32,092
-135 Reduced 0.32%
41,710 $9.89 Billion
Q2 2024

Aug 06, 2024
BUY
$210.76 - $226.94 $223,194 - $240,329
1,059 Added 2.6%
41,845 $9.12 Billion
Q1 2024

May 01, 2024
BUY
$204.0 - $228.59 $371,484 - $416,262
1,821 Added 4.67%
40,786 $9.32 Billion
Q4 2023

Feb 06, 2024
BUY
$175.26 - $215.9 $378,211 - $465,912
2,158 Added 5.86%
38,965 $8.31 Billion
Q3 2023

Nov 14, 2023
BUY
$186.24 - $208.75 $392,407 - $439,836
2,107 Added 6.07%
36,807 $6.96 Billion
Q2 2023

Aug 09, 2023
BUY
$181.26 - $198.89 $6.29 Million - $6.9 Million
34,700 New
34,700 $6.9 Billion

Others Institutions Holding VB

# of Institutions
2,347
Shares Held
159M
Call Options Held
74.8K
Put Options Held
50.8K
View Full List

About VANGUARD SMALL-CAP ETF

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