Cherry Tree Wealth Management, LLC Vanguard Financial ETF Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,103 shares of VFH stock, worth $132,944. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,103
Previous 1,103
-0.0%
Holding current value
$132,944
Previous $110 Million
10.04%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding VFH
# of Institutions
670Shares Held
51.3MCall Options Held
59.5KPut Options Held
10.6K-
Bank Of America Corp Charlotte, NC23.5MShares$2.84 Billion0.21% of portfolio
-
Morgan Stanley New York, NY2.76MShares$333 Million0.02% of portfolio
-
Ubs Group Ag1.75MShares$211 Million0.04% of portfolio
-
Beacon Capital Management, Inc.1.52MShares$183 Million7.19% of portfolio
-
Wells Fargo & Company San Francisco, CA1.4MShares$169 Million0.03% of portfolio