Cherry Tree Wealth Management, LLC Vanguard Financial ETF Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 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 $122,124. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,103
Previous 1,103
-0.0%
Holding current value
$122,124
Previous $113 Million
2.45%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding VFH
# of Institutions
671Shares Held
50.5MCall Options Held
78KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC23.5MShares$2.61 Billion0.21% of portfolio
-
Morgan Stanley New York, NY2.76MShares$306 Million0.02% of portfolio
-
Ubs Group Ag1.75MShares$194 Million0.04% of portfolio
-
Beacon Capital Management, Inc.1.6MShares$177 Million7.09% of portfolio
-
Wells Fargo & Company San Francisco, CA1.4MShares$155 Million0.03% of portfolio