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 $127,363. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,103
Previous 1,103 -0.0%
Holding current value
$127,363
Previous $110 Million 10.04%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
SELL
$80.32 - $86.71 $30,280 - $32,689
-377 Reduced 25.47%
1,103 $88.6 Million
Q2 2023

Aug 09, 2023
BUY
$74.65 - $81.49 $110,482 - $120,605
1,480 New
1,480 $120 Million

Others Institutions Holding VFH

# of Institutions
689
Shares Held
52.3M
Call Options Held
45K
Put Options Held
10.5K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email