Cherry Tree Wealth Management, LLC Vanguard Consumer Staples ETF Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 102 shares of VDC stock, worth $22,692. This represents 0.01% of its overall portfolio holdings.
Number of Shares
102
Previous 125
18.4%
Holding current value
$22,692
Previous $25.4 Million
12.19%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding VDC
# of Institutions
632Shares Held
15.2MCall Options Held
1.9KPut Options Held
3K-
Bank Of America Corp Charlotte, NC3.4MShares$756 Million0.06% of portfolio
-
Wellspring Financial Advisors, LLC Cleveland, OH792KShares$176 Million0.18% of portfolio
-
Beacon Capital Management, Inc.731KShares$163 Million6.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC689KShares$153 Million0.07% of portfolio
-
Morgan Stanley New York, NY657KShares$146 Million0.01% of portfolio