Cherry Tree Wealth Management, LLC Vanguard Utilities ETF Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,143 shares of VPU stock, worth $635,011. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,143
Previous 3,143
-0.0%
Holding current value
$635,011
Previous $537 Million
3.34%
% of portfolio
0.13%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding VPU
# of Institutions
702Shares Held
13.6MCall Options Held
43.8KPut Options Held
9.6K-
Morgan Stanley New York, NY1.17MShares$237 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC974KShares$197 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC735KShares$148 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO646KShares$130 Million0.08% of portfolio
-
Beacon Capital Management, Inc.639KShares$129 Million6.29% of portfolio