Cherry Tree Wealth Management, LLC Vanguard Large Cap ETF Transaction History
Cherry Tree Wealth Management, LLC
- $415 Billion
- Q1 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,847 shares of VV stock, worth $501,977. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,847
Previous 1,816
1.71%
Holding current value
$501,977
Previous $490 Million
3.07%
% of portfolio
0.11%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding VV
# of Institutions
1,307Shares Held
103MCall Options Held
35.8KPut Options Held
22.1K-
Jones Financial Companies Lllp16.1MShares$4.38 Billion3.73% of portfolio
-
Creative Planning Overland Park, KS12.7MShares$3.45 Billion3.08% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.78 Billion15.15% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.48MShares$946 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.02MShares$820 Million0.06% of portfolio