Cherry Tree Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Cherry Tree Wealth Management, LLC

  • $415 Billion
  • Q1 2025

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 2,473 shares of VIG stock, worth $450,456. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,473
Previous 2,493 0.8%
Holding current value
$450,456
Previous $488 Million 1.73%
% of portfolio
0.12%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
N/A
-20 Reduced 0.8%
2,473 $480 Million
Q4 2024

Feb 04, 2025
SELL
N/A
-205 Reduced 7.6%
2,493 $488 Million
Q3 2024

Nov 12, 2024
BUY
$182.15 - $182.15 $29,326 - $29,326
161 Added 6.35%
2,698 $534 Million
Q3 2023

Nov 14, 2023
BUY
$155.38 - $166.95 $111,718 - $120,037
719 Added 39.55%
2,537 $394 Million
Q2 2023

Aug 09, 2023
BUY
$152.74 - $162.43 $277,681 - $295,297
1,818 New
1,818 $295 Million

Others Institutions Holding VIG

# of Institutions
2,564
Shares Held
218M
Call Options Held
572K
Put Options Held
134K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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