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

Cherry Tree Wealth Management, LLC

$404 Billion
Q4 2024

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 41,641 shares of VB stock, worth $10.3 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares

41,641

Previous 41,710 0.17%

Holding current value

$10.3 Million

Previous $9.89 Billion 1.13%

% of portfolio

2.48%

Previous 2.35%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,297

Shares Held

161M

Call Options Held

76.8K

Put Options Held

29K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

More about VB

Track This Portfolio

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.

Account

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