Cherry Tree Wealth Management, LLC Vanguard Value ETF Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
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 101,435 shares of VTV stock, worth $17.6 Million. This represents 4.09% of its overall portfolio holdings.
Number of Shares
101,435
Previous 101,480
0.04%
Holding current value
$17.6 Million
Previous $16.5 Billion
1.55%
% of portfolio
4.09%
Previous 4.16%
Shares
5 transactions
Others Institutions Holding VTV
# of Institutions
2,185Shares Held
507MCall Options Held
142KPut Options Held
35.7K-
Bank Of America Corp Charlotte, NC115MShares$20 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.86 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$5.07 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.49 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.17 Billion0.5% of portfolio