Cherry Tree Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History

Cherry Tree Wealth Management, LLC

$422 Billion
Q3 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 40,882 shares of VGIT stock, worth $2.38 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

40,882

Previous 43,492 6.0%

Holding current value

$2.38 Million

Previous $2.53 Billion 2.47%

% of portfolio

0.59%

Previous 0.64%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$57.8 - $60.8 $150,858 - $158,688	-2,610 Reduced 6.0%	40,882 $2.47 Billion
Q2 2024 Aug 06, 2024	SELL	$57.14 - $58.53 $28,055 - $28,738	-491 Reduced 1.12%	43,492 $2.53 Billion
Q1 2024 May 01, 2024	SELL	$58.07 - $59.52 $53,482 - $54,817	-921 Reduced 2.05%	43,983 $2.58 Billion
Q4 2023 Feb 06, 2024	SELL	$56.15 - $59.51 $131,840 - $139,729	-2,348 Reduced 4.97%	44,904 $2.66 Billion
Q3 2023 Nov 14, 2023	BUY	$56.93 - $59.05 $48,390 - $50,192	850 Added 1.83%	47,252 $2.7 Billion
Q2 2023 Aug 09, 2023	BUY	$58.61 - $60.65 $2.72 Million - $2.81 Million	46,402 New	46,402 $2.72 Billion

Others Institutions Holding VGIT

# of Institutions

754

Shares Held

386M

Call Options Held

26.7K

Put Options Held

12K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

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Cherry Tree Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History