Cherry Tree Wealth Management, LLC Vanguard Value ETF Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 97,089 shares of VTV stock, worth $18.2 Million. This represents 3.99% of its overall portfolio holdings.
Number of Shares
97,089
Previous 98,467
1.4%
Holding current value
$18.2 Million
Previous $17 Billion
0.88%
% of portfolio
3.99%
Previous 4.1%
Shares
9 transactions
Others Institutions Holding VTV
# of Institutions
2,754Shares Held
586MCall Options Held
159KPut Options Held
34K-
Bank Of America Corp Charlotte, NC134MShares$25 Billion1.75% of portfolio
-
Jones Financial Companies Lllp54MShares$10.1 Billion6.9% of portfolio
-
Morgan Stanley New York, NY33.2MShares$6.22 Billion0.39% of portfolio
-
Envestnet Asset Management Inc21.9MShares$4.1 Billion1.26% of portfolio
-
Ubs Group Ag13.6MShares$2.55 Billion0.42% of portfolio