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

Cherry Tree Wealth Management, LLC

  • $456 Billion
  • Q3 2025

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 58,402 shares of VBR stock, worth $12 Million. This represents 2.68% of its overall portfolio holdings.

Number of Shares
58,402
Previous 57,398 1.75%
Holding current value
$12 Million
Previous $11.2 Billion 8.9%
% of portfolio
2.68%
Previous 2.6%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 24, 2025
BUY
$195.41 - $212.37 $196,191 - $213,219
1,004 Added 1.75%
58,402 $12.2 Billion
Q2 2025

Aug 05, 2025
SELL
$162.76 - $195.77 $38,736 - $46,593
-238 Reduced 0.41%
57,398 $11.2 Billion
Q1 2025

Apr 21, 2025
BUY
$183.02 - $207.75 $56,736 - $64,402
310 Added 0.54%
57,636 $10.7 Billion
Q4 2024

Feb 04, 2025
SELL
$197.36 - $217.3 $69,865 - $76,924
-354 Reduced 0.61%
57,326 $11.4 Billion
Q3 2024

Nov 12, 2024
SELL
$179.99 - $201.6 $323,262 - $362,073
-1,796 Reduced 3.02%
57,680 $11.6 Billion
Q2 2024

Aug 06, 2024
SELL
$177.65 - $191.11 $71,948 - $77,399
-405 Reduced 0.68%
59,476 $10.9 Billion
Q1 2024

May 01, 2024
BUY
$172.45 - $191.88 $231,945 - $258,078
1,345 Added 2.3%
59,881 $11.5 Billion
Q4 2023

Feb 06, 2024
SELL
$149.18 - $181.94 $1.37 Million - $1.67 Million
-9,186 Reduced 13.56%
58,536 $10.5 Billion
Q3 2023

Nov 14, 2023
BUY
$157.33 - $174.39 $393,325 - $435,974
2,500 Added 3.83%
67,722 $10.8 Billion
Q2 2023

Aug 09, 2023
BUY
$150.74 - $165.4 $9.83 Million - $10.8 Million
65,222 New
65,222 $10.8 Billion

Others Institutions Holding VBR

# of Institutions
1,797
Shares Held
91.8M
Call Options Held
70.1K
Put Options Held
8.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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