Cherry Tree Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Cherry Tree Wealth Management, LLC

  • $415 Billion
  • Q1 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 51,039 shares of VNQ stock, worth $4.51 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
51,039
Previous 50,002 2.07%
Holding current value
$4.51 Million
Previous $4.45 Billion 3.75%
% of portfolio
1.11%
Previous 1.1%

Shares

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

Apr 21, 2025
BUY
$85.55 - $94.34 $88,715 - $97,830
1,037 Added 2.07%
51,039 $4.62 Billion
Q4 2024

Feb 04, 2025
SELL
$87.85 - $98.6 $48,844 - $54,821
-556 Reduced 1.1%
50,002 $4.45 Billion
Q3 2024

Nov 12, 2024
SELL
$82.97 - $98.97 $40,157 - $47,901
-484 Reduced 0.95%
50,558 $4.93 Billion
Q2 2024

Aug 06, 2024
SELL
$78.61 - $85.97 $22,089 - $24,157
-281 Reduced 0.55%
51,042 $4.28 Billion
Q1 2024

May 01, 2024
BUY
$82.58 - $89.12 $91,085 - $98,299
1,103 Added 2.2%
51,323 $4.44 Billion
Q4 2023

Feb 06, 2024
SELL
$71.05 - $89.54 $36,732 - $46,292
-517 Reduced 1.02%
50,220 $4.44 Billion
Q3 2023

Nov 14, 2023
BUY
$75.44 - $86.89 $135,339 - $155,880
1,794 Added 3.67%
50,737 $3.84 Billion
Q2 2023

Aug 09, 2023
BUY
$78.4 - $83.98 $3.84 Million - $4.11 Million
48,943 New
48,943 $4.09 Billion

Others Institutions Holding VNQ

# of Institutions
1,916
Shares Held
232M
Call Options Held
1.45M
Put Options Held
1.56M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

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