Cherry Tree Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Cherry Tree Wealth Management, LLC

  • $415 Billion
  • Q1 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 81,047 shares of VTEB stock, worth $3.99 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
81,047
Previous 80,052 1.24%
Holding current value
$3.99 Million
Previous $4.01 Billion 0.21%
% of portfolio
0.97%
Previous 0.99%

Shares

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

Apr 21, 2025
BUY
$49.25 - $50.66 $49,003 - $50,406
995 Added 1.24%
81,047 $4.02 Billion
Q4 2024

Feb 04, 2025
BUY
$49.79 - $51.14 $214,644 - $220,464
4,311 Added 5.69%
80,052 $4.01 Billion
Q3 2024

Nov 12, 2024
BUY
$49.93 - $51.15 $21,270 - $21,789
426 Added 0.57%
75,741 $3.87 Billion
Q2 2024

Aug 06, 2024
BUY
$49.55 - $50.44 $669,668 - $681,696
13,515 Added 21.87%
75,315 $3.77 Billion
Q1 2024

May 01, 2024
BUY
$50.36 - $51.06 $478,268 - $484,916
9,497 Added 18.16%
61,800 $3.13 Billion
Q4 2023

Feb 06, 2024
BUY
$47.36 - $51.14 $223,444 - $241,278
4,718 Added 9.91%
52,303 $2.67 Billion
Q3 2023

Nov 14, 2023
BUY
$48.03 - $50.5 $694,657 - $730,381
14,463 Added 43.67%
47,585 $2.29 Billion
Q2 2023

Aug 09, 2023
BUY
$49.5 - $51.06 $1.64 Million - $1.69 Million
33,122 New
33,122 $1.66 Billion

Others Institutions Holding VTEB

# of Institutions
1,316
Shares Held
552M
Call Options Held
22.3K
Put Options Held
83.8K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

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