Cherrydale Wealth Management, LLC Purchases in Q2 2025

Cherrydale Wealth Management, LLC

  • $282 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
13.4K
+ 5.47%
$243.75 - $303.93 $3.26M - $4.07M
258K $78.5M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7.31K
+ 0.63%
$29.12 - $35.84 $213K - $262K
1.17M $41.9M
IWB
Ishares Tr Russell 1000 ETF

ETFs
9.22K
+ 350.63%
$272.36 - $339.57 $2.51M - $3.13M
11.8K $4.02M
DFAX
Dimensional ETF Tr
38.9K
+ 6.69%
$23.37 - $29.39 $909K - $1.14M
620K $18.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13.2K
+ 6.15%
$55.54 - $69.09 $731K - $909K
227K $15.7M
VCIT
Vanguard Intermediate Term Cor

ETFs
21.4K
+ 261.89%
$79.56 - $82.92 $1.71M - $1.78M
29.6K $2.46M
DFAU
Dimensional ETF Tr

ETFs
6.86K
+ 2.8%
$34.04 - $42.36 $233K - $291K
252K $10.7M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2.37K
New
$299.15 - $396.54 $709K - $939K
2.37K $939K
MSFT
Microsoft Corp

Technology
149
+ 2.35%
$354.56 - $497.45 $52.8K - $74.1K
6.48K $3.22M
VTV
Vanguard Value ETF

ETFs
3.06K
New
$153.67 - $176.74 $471K - $542K
3.06K $541K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.14K
+ 23.45%
$216.28 - $284.39 $247K - $324K
6K $1.71M
META
Meta Platforms, Inc.

Communication Services
84
+ 3.43%
$484.66 - $738.09 $40.7K - $62K
2.53K $1.87M
DUHP
Dimensional ETF Tr Dimensional

ETFs
8.82K
+ 20.45%
$29.36 - $35.56 $259K - $314K
52K $1.85M
AMZN
Amazon Com Inc

Consumer Cyclical
514
+ 4.76%
$167.32 - $223.3 $86K - $115K
11.3K $2.48M
VB
Vanguard Small Cap ETF

ETFs
694
+ 14.09%
$193.73 - $237.37 $134K - $165K
5.62K $1.33M
PLTR
Palantir Technologies Inc.

Technology
1.69K
New
$74.01 - $144.25 $125K - $243K
1.69K $229K
WFC
Wells Fargo & Company

Financial Services
2.77K
New
$60.98 - $80.12 $169K - $222K
2.77K $221K
IEFA
Ishares Tr

ETFs
2.62K
New
$67.83 - $84.09 $178K - $220K
2.62K $218K
GOOGL
Alphabet Inc.

Communication Services
95
+ 1.08%
$144.7 - $178.6 $13.7K - $17K
8.89K $1.57M
INTU
Intuit Inc

Technology
263
New
$544.07 - $787.63 $143K - $207K
263 $207K
CAT
Caterpillar Inc

Industrials
523
New
$273.94 - $388.21 $143K - $203K
523 $203K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
80
+ 3.9%
$141.37 - $228.57 $11.3K - $18.3K
2.13K $482K
ACWI
Ishares Msci Acwi ETF

ETFs
80
+ 0.76%
$103.59 - $128.6 $8.29K - $10.3K
10.6K $1.36M
JPM
Jpmorgan Chase & CO

Financial Services
15
+ 0.57%
$210.28 - $289.91 $3.15K - $4.35K
2.65K $769K
TSLA
Tesla, Inc.

Consumer Cyclical
17
+ 0.99%
$221.86 - $362.89 $3.77K - $6.17K
1.73K $548K
VONG
Vanguard Russell 1000 Growth E

ETFs
8
+ 0.13%
$82.51 - $109.2 $660 - $874
6.15K $672K
GOOG
Alphabet Inc.

Communication Services
3
+ 0.06%
$146.58 - $180.01 $440 - $540
4.65K $825K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
19
+ 0.25%
$86.93 - $109.64 $1.65K - $2.08K
7.57K $829K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.22%
$462.22 - $707.75 $462 - $708
451 $319K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
108
+ 0.58%
$68.45 - $79.52 $7.39K - $8.59K
18.6K $1.48M
VNQ
Vanguard Specialized Funds Van

ETFs
886
+ 2.02%
$79.79 - $91.42 $70.7K - $81K
44.7K $3.98M
DNL
Wiswisdomtree Tr

ETFs
85
+ 0.83%
$32.16 - $40.27 $2.73K - $3.42K
10.3K $413K
V
Visa Inc.

Financial Services
107
+ 7.04%
$308.27 - $373.31 $33K - $39.9K
1.63K $577K
ISRG
Intuitive Surgical Inc

Healthcare
34
+ 7.36%
$451.58 - $565.94 $15.4K - $19.2K
496 $269K
VEU
Vanguard Ftse All World Ex Us

ETFs
41
+ 0.72%
$54.19 - $67.22 $2.22K - $2.76K
5.74K $386K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
5
+ 0.08%
$52.84 - $65.52 $264 - $328
6.19K $405K
WMT
Walmart Inc.

Consumer Defensive
45
+ 1.59%
$81.79 - $99.98 $3.68K - $4.5K
2.88K $281K
ABT
Abbott Laboratories

Healthcare
85
+ 5.61%
$123.95 - $138.08 $10.5K - $11.7K
1.6K $217K
MA
Mastercard Inc

Financial Services
10
+ 1.32%
$479.92 - $590.74 $4.8K - $5.91K
769 $432K
HD
Home Depot, Inc.

Consumer Cyclical
30
+ 5.1%
$335.24 - $380.78 $10.1K - $11.4K
618 $226K
Blackrock ETF Trust Ii
30.2K
New
N/A
30.2K $0
Life360 Inc
4.11K
New
N/A
4.11K $0
Pimco ETF Tr
10.7K
+ 8.55%
N/A
137K $0
LLY
Eli Lilly & CO

Healthcare
20
+ 2.72%
$713.71 - $898.95 $14.3K - $18K
755 $588K
ABBV
Abb Vie Inc.

Healthcare
22
+ 1.39%
$170.16 - $206.27 $3.74K - $4.54K
1.61K $298K
Activity Summary
Buys All Purchases 46 New Holdings 9 Increased Positions 37 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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