Cherrydale Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Cherrydale Wealth Management, LLC

$282 Million
Q2 2025

A detailed history of Cherrydale Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Cherrydale Wealth Management, LLC holds 5,620 shares of VB stock, worth $1.39 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

5,620

Previous 4,926 14.09%

Holding current value

$1.39 Million

Previous $1.09 Million 22.0%

% of portfolio

0.47%

Previous 0.44%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$193.73 - $237.37 $134,448 - $164,734	694 Added 14.09%	5,620 $1.33 Million
Q1 2025 Apr 14, 2025	BUY	$217.89 - $252.64 $4,575 - $5,305	21 Added 0.43%	4,926 $1.09 Million
Q4 2024 Jan 15, 2025	BUY	$233.76 - $261.58 $7,480 - $8,370	32 Added 0.66%	4,905 $1.18 Million
Q3 2024 Oct 11, 2024	BUY	$214.77 - $237.72 $4,080 - $4,516	19 Added 0.39%	4,873 $1.16 Million
Q2 2024 Jul 11, 2024	SELL	$210.76 - $226.94 $109,384 - $117,781	-519 Reduced 9.66%	4,854 $1.06 Million
Q1 2024 Apr 12, 2024	SELL	$204.0 - $228.59 $403,104 - $451,693	-1,976 Reduced 26.89%	5,373 $1.23 Million
Q4 2023 Jan 08, 2024	BUY	$175.26 - $215.9 $24,010 - $29,578	137 Added 1.9%	7,349 $1.57 Million
Q3 2023 Oct 10, 2023	BUY	$186.24 - $208.75 $1.34 Million - $1.51 Million	7,212 New	7,212 $1.36 Million

Others Institutions Holding VB

# of Institutions

2,405

Shares Held

167M

Call Options Held

73.6K

Put Options Held

16.3K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

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Cherrydale Wealth Management, LLC Vanguard Small Cap ETF Transaction History