Cherry Tree Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 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 2,698 shares of VIG stock, worth $491,440. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,698
Previous 2,537 6.35%
Holding current value
$491,440
Previous $463 Million 15.38%
% of portfolio
0.13%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,254
Shares Held
197M
Call Options Held
463K
Put Options Held
229K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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