Cherry Tree Wealth Management, LLC Vanguard Value ETF Transaction History

Cherry Tree Wealth Management, LLC

  • $415 Billion
  • Q1 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 98,467 shares of VTV stock, worth $16.4 Million. This represents 4.1% of its overall portfolio holdings.

Number of Shares
98,467
Previous 97,782 0.7%
Holding current value
$16.4 Million
Previous $16.6 Billion 2.75%
% of portfolio
4.1%
Previous 4.1%

Shares

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

Apr 21, 2025
BUY
$167.73 - $179.21 $114,895 - $122,758
685 Added 0.7%
98,467 $17 Billion
Q4 2024

Feb 04, 2025
SELL
$168.32 - $181.87 $320,481 - $346,280
-1,904 Reduced 1.91%
97,782 $16.6 Billion
Q3 2024

Nov 12, 2024
SELL
$159.75 - $174.57 $279,402 - $305,322
-1,749 Reduced 1.72%
99,686 $17.4 Billion
Q2 2024

Aug 06, 2024
SELL
$154.57 - $163.65 $6,955 - $7,364
-45 Reduced 0.04%
101,435 $16.3 Billion
Q1 2024

May 01, 2024
SELL
$147.46 - $162.86 $122,981 - $135,825
-834 Reduced 0.82%
101,480 $16.5 Billion
Q4 2023

Feb 06, 2024
SELL
$131.82 - $149.95 $1.63 Million - $1.85 Million
-12,353 Reduced 10.77%
102,314 $15.3 Billion
Q3 2023

Nov 14, 2023
BUY
$137.93 - $147.18 $445,927 - $475,832
3,233 Added 2.9%
114,667 $15.8 Billion
Q2 2023

Aug 09, 2023
BUY
$134.74 - $142.42 $15 Million - $15.9 Million
111,434 New
111,434 $15.8 Billion

Others Institutions Holding VTV

# of Institutions
2,581
Shares Held
544M
Call Options Held
539K
Put Options Held
93.6K
View Full List

About VANGUARD VALUE ETF

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