Cherry Tree Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,537 shares of VIG stock, worth $462,114. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,537
Previous 2,537
-0.0%
Holding current value
$462,114
Previous $463 Million
0.03%
% of portfolio
0.12%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,192Shares Held
202MCall Options Held
464KPut Options Held
68.2K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio