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

Cherry Tree Wealth Management, LLC

$430 Billion
Q2 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 112,775 shares of VTEB stock, worth $5.51 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

112,775

Previous 81,047 39.15%

Holding current value

$5.51 Million

Previous $4.02 Billion 37.49%

% of portfolio

1.29%

Previous 0.97%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$48.13 - $49.85 $1.53 Million - $1.58 Million	31,728 Added 39.15%	112,775 $5.53 Billion
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

1,332

Shares Held

561M

Call Options Held

16.3K

Put Options Held

422K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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