Cherry Tree Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 440 shares of VO stock, worth $115,042. This represents 0.03% of its overall portfolio holdings.
Number of Shares
440
Previous 481
8.52%
Holding current value
$115,042
Previous $120 Million
11.37%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,016Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.04 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.19 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.67 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.16 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.91 Billion0.14% of portfolio