Cherrydale Wealth Management, LLC Purchases in Q3 2024

Cherrydale Wealth Management, LLC

  • $244 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
1.59K
+ 0.7%
$255.18 - $283.2 $405K - $449K
229K $64.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
6.6K
+ 3.83%
$113.41 - $125.62 $749K - $829K
179K $22.5M
VONE
Vanguard Russell 1000 ETF

ETFs
5.98K
+ 19.3%
$234.0 - $260.07 $1.4M - $1.56M
37K $9.61M
DFAX
Dimensional ETF Tr
2.66K
+ 0.43%
$24.29 - $27.25 $64.7K - $72.5K
622K $16.8M
DFAU
Dimensional ETF Tr

ETFs
8.7K
+ 3.71%
$35.8 - $39.69 $311K - $345K
243K $9.65M
DUHP
Dimensional ETF Tr Dimensional

ETFs
21.3K
+ 186.33%
$30.74 - $34.07 $655K - $725K
32.7K $1.11M
VNQ
Vanguard Specialized Funds Van

ETFs
133
+ 0.3%
$82.97 - $98.97 $11K - $13.2K
44.8K $4.36M
TSLA
Tesla, Inc.

Consumer Cyclical
304
+ 4.33%
$191.76 - $263.26 $58.3K - $80K
7.32K $1.92M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.81K
+ 79.06%
$79.29 - $84.02 $302K - $320K
8.62K $721K
JNJ
Johnson & Johnson

Healthcare
2K
New
$145.48 - $167.38 $291K - $335K
2K $324K
AAPL
Apple Inc.

Technology
81
+ 0.66%
$207.23 - $234.82 $16.8K - $19K
12.4K $2.89M
QQQ
Invesco Qqq Trust, Series 1

ETFs
482
+ 8.86%
$434.77 - $502.96 $210K - $242K
5.92K $2.89M
META
Meta Platforms, Inc.

Communication Services
18
+ 0.47%
$453.41 - $572.44 $8.16K - $10.3K
3.84K $2.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
26
+ 0.32%
$517.38 - $573.86 $13.5K - $14.9K
8.21K $4.71M
WMT
Walmart Inc.

Consumer Defensive
2.87K
New
$66.91 - $81.4 $192K - $234K
2.87K $232K
CAT
Caterpillar Inc

Industrials
579
New
$316.8 - $391.12 $183K - $226K
579 $226K
KO
Coca Cola CO

Consumer Defensive
3.02K
New
$62.69 - $73.01 $189K - $220K
3.02K $216K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.29K
New
$57.32 - $62.65 $188K - $206K
3.29K $204K
IBM
International Business Machines Corp

Technology
905
New
$175.1 - $223.38 $158K - $202K
905 $200K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
98
+ 0.54%
$70.02 - $76.68 $6.86K - $7.51K
18.4K $1.41M
UMC
United Microelectronics Corp

Technology
12.4K
New
$7.43 - $8.89 $92.1K - $110K
12.4K $104K
VB
Vanguard Small Cap ETF

ETFs
19
+ 0.39%
$214.77 - $237.72 $4.08K - $4.52K
4.87K $1.16M
UNH
Unitedhealth Group Inc

Healthcare
38
+ 4.86%
$488.01 - $604.18 $18.5K - $23K
820 $479K
VOT
Vanguard Mid Cap Growth Index

ETFs
14
+ 0.33%
$218.05 - $243.47 $3.05K - $3.41K
4.29K $1.05M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.46K
+ 4.76%
$22.38 - $23.66 $32.6K - $34.5K
32.1K $752K
V
Visa Inc.

Financial Services
151
+ 11.01%
$253.74 - $291.56 $38.3K - $44K
1.52K $418K
XOM
Exxon Mobil Corp

Energy
413
+ 10.88%
$109.72 - $119.0 $45.3K - $49.1K
4.21K $493K
AVGO
Broadcom Inc.

Technology
3.25K
+ 916.95%
$136.27 - $1745.86 $442K - $5.67M
3.6K $621K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
74
+ 0.41%
$38.51 - $41.69 $2.85K - $3.09K
17.9K $747K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
19
+ 0.28%
$91.37 - $101.65 $1.74K - $1.93K
6.78K $689K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
48
+ 0.65%
$55.06 - $62.25 $2.64K - $2.99K
7.48K $460K
VBK
Vanguard Small Cap Growth ETF

ETFs
5
+ 0.27%
$240.48 - $267.94 $1.2K - $1.34K
1.86K $495K
VEU
Vanguard Ftse All World Ex Us

ETFs
23
+ 0.4%
$56.47 - $63.69 $1.3K - $1.46K
5.75K $362K
JPM
Jpmorgan Chase & CO

Financial Services
14
+ 0.53%
$194.9 - $224.8 $2.73K - $3.15K
2.66K $560K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
89
+ 3.52%
$147.95 - $191.05 $13.2K - $17K
2.62K $455K
WIT
Wipro LTD

Technology
1.17K
+ 6.04%
$5.66 - $6.89 $6.64K - $8.08K
20.6K $133K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.26%
$283.28 - $314.39 $567 - $629
758 $238K
DNL
Wiswisdomtree Tr

ETFs
39
+ 0.39%
$36.65 - $40.81 $1.43K - $1.59K
10.1K $397K
Grayscale Bitcoin Mini Tr Bt
13.5K
New
N/A
13.5K $0
BAC
Bank Of America Corp

Financial Services
10
+ 0.1%
$36.65 - $44.13 $367 - $441
9.63K $382K
Pimco ETF Tr
10.5K
New
N/A
10.5K $0
CPRT
Copart Inc

Consumer Cyclical
132
+ 3.24%
$49.19 - $55.54 $6.49K - $7.33K
4.21K $220K
ADBE
Adobe Inc.

Technology
13
+ 3.44%
$508.13 - $586.55 $6.61K - $7.63K
391 $202K
LLY
Eli Lilly & CO

Healthcare
1
+ 0.14%
$772.14 - $960.02 $772 - $960
738 $653K
NVDA
Nvidia Corp

Technology
126
+ 0.59%
$98.91 - $134.91 $12.5K - $17K
21.4K $2.6M
AMZN
Amazon Com Inc

Consumer Cyclical
55
+ 0.74%
$161.02 - $200.0 $8.86K - $11K
7.49K $1.4M
GOOG
Alphabet Inc.

Communication Services
3
+ 0.06%
$149.54 - $192.66 $449 - $578
4.64K $776K
MSFT
Microsoft Corp

Technology
26
+ 0.41%
$395.15 - $467.56 $10.3K - $12.2K
6.32K $2.72M
GOOGL
Alphabet Inc.

Communication Services
37
+ 0.35%
$148.65 - $191.18 $5.5K - $7.07K
10.7K $1.78M
Activity Summary
Buys All Purchases 50 New Holdings 10 Increased Positions 40 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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