Cherry Tree Wealth Management, LLC Vanguard Growth ETF Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
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 3,483 shares of VUG stock, worth $1.68 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
3,483
Previous 3,560
2.16%
Holding current value
$1.68 Million
Previous $1.32 Billion
15.67%
% of portfolio
0.35%
Previous 0.32%
Shares
9 transactions
Others Institutions Holding VUG
# of Institutions
2,910Shares Held
277MCall Options Held
345KPut Options Held
178K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio