Cherry Tree Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 57,680 shares of VBR stock, worth $12.2 Million. This represents 2.75% of its overall portfolio holdings.
Number of Shares
57,680
Previous 59,476
3.02%
Holding current value
$12.2 Million
Previous $10.9 Billion
6.68%
% of portfolio
2.75%
Previous 2.73%
Shares
6 transactions
Others Institutions Holding VBR
# of Institutions
1,524Shares Held
89.9MCall Options Held
44.8KPut Options Held
24K-
Bank Of America Corp Charlotte, NC16.8MShares$3.55 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$819 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$810 Million1.81% of portfolio
-
Assetmark, Inc3.82MShares$806 Million2.2% of portfolio
-
Jones Financial Companies Lllp2.38MShares$503 Million0.49% of portfolio