Cherry Tree Wealth Management, LLC Vanguard Growth ETF Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,717 shares of VUG stock, worth $1.55 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
3,717
Previous 3,873
4.03%
Holding current value
$1.55 Million
Previous $1.45 Billion
1.48%
% of portfolio
0.34%
Previous 0.36%
Shares
6 transactions
Others Institutions Holding VUG
# of Institutions
2,374Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.3 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.67 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.77 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.46 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.37 Billion6.36% of portfolio